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
1376
– –
-1,214
1377
– –
-3,659
1378
– –
-11,795
1379
– –
-13,106
1380
– –
-12,407
1381
– –
-8,807
1382
– –
-9,070
1383
– –
-3,710
1384
– –
-4,758
1385
– –
-10,600
1386
– –
-2,085
1387
– –
-32,858
1388
– –
-326,628
1389
– –
-29,579,723
1390
– –
-341,090
1391
– –
-20,112
1392
– –
0
1393
– –
-38,156
1394
– –
-72,556
52 53 54 55
56