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
126
$20M 0.09%
173,149
-611,041
127
$20M 0.09%
187,387
+48,609
128
$19.5M 0.09%
269,576
+2,946
129
$19.5M 0.09%
166,018
-8,415
130
$19.2M 0.09%
382,643
+24,120
131
$18.8M 0.09%
82,459
+38,708
132
$18.7M 0.09%
221,682
+54,787
133
$18.6M 0.08%
29,632
+2,662
134
$18.4M 0.08%
185,079
+110,781
135
$18.3M 0.08%
69,641
-18,055
136
$18.3M 0.08%
136,153
+11,341
137
$18.1M 0.08%
61,000
-7,138
138
$18M 0.08%
793,869
+325,716
139
$18M 0.08%
884,677
+164,765
140
$18M 0.08%
358,294
-8,861
141
$17.9M 0.08%
151,627
+6,715
142
$17.9M 0.08%
102,091
-4,247
143
$17.6M 0.08%
89,914
+386
144
$17.1M 0.08%
40,304
+331
145
$17M 0.08%
96,097
+55,716
146
$16.6M 0.08%
45,826
+737
147
$16.5M 0.07%
235,247
-20,054
148
$16.2M 0.07%
143,440
+10,789
149
$16.1M 0.07%
140,194
-13,930
150
$16M 0.07%
278,731
-11,200
4 5
6
7 8