Lido Advisors

Lido Advisors Portfolio holdings

AUM $24.4B
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16B
AUM Growth
+$2.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,394
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$206M
3
+$204M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$140M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$118M

Top Sells

1
+$624M
2
+$221M
3
+$70.7M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$56.3M
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$37.6M

Sector Composition

1 Technology 15.83%
2 Financials 4.3%
3 Consumer Discretionary 3.58%
4 Healthcare 3.22%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$61.7K ﹤0.01%
12,875
+1,850
1302
$60.8K ﹤0.01%
25,661
1303
$54K ﹤0.01%
20,000
1304
$52.5K ﹤0.01%
15,408
1305
$36.9K ﹤0.01%
+19,000
1306
$29.2K ﹤0.01%
15,554
1307
$28.8K ﹤0.01%
+17,154
1308
$27.8K ﹤0.01%
+20,882
1309
$27.7K ﹤0.01%
575
+165
1310
$25.3K ﹤0.01%
63,998
1311
$25.2K ﹤0.01%
+916
1312
$22.1K ﹤0.01%
+13,220
1313
$21.6K ﹤0.01%
12,000
1314
$16.5K ﹤0.01%
1,710
1315
$15.3K ﹤0.01%
10,000
-35,308
1316
$11K ﹤0.01%
+17,548
1317
$8.37K ﹤0.01%
863
+338
1318
$7.91K ﹤0.01%
+1,217
1319
$6.96K ﹤0.01%
179
1320
$6.22K ﹤0.01%
+84
1321
$5.1K ﹤0.01%
833
1322
– –
-5,897
1323
– –
-8,522
1324
– –
-5,009
1325
– –
-6,981
51 52
53
54 55