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
151
$15.9M 0.07%
159,071
+10,655
152
$15.7M 0.07%
41,879
+2,050
153
$15.6M 0.07%
129,024
+21,570
154
$15.5M 0.07%
125,243
+45,632
155
$15.3M 0.07%
309,180
+20,826
156
$15.1M 0.07%
662,010
+292,314
157
$15M 0.07%
+179,933
158
$14.9M 0.07%
173,403
+654
159
$14.8M 0.07%
290,157
+275,561
160
$14.8M 0.07%
61,438
+2,281
161
$14.7M 0.07%
219,818
-26,433
162
$14.6M 0.07%
55,971
+5,459
163
$14.1M 0.06%
12,748
-2,838
164
$14M 0.06%
129,357
-47,219
165
$14M 0.06%
162,573
+15,075
166
$13.8M 0.06%
277,273
-12,085
167
$13.6M 0.06%
88,779
+5,819
168
$13.5M 0.06%
53,399
+3,385
169
$13.5M 0.06%
46,544
+10,421
170
$13.5M 0.06%
63,423
+22,589
171
$13.3M 0.06%
585,772
-48,211
172
$13.2M 0.06%
54,574
-4,052
173
$13M 0.06%
145,742
+8,375
174
$12.8M 0.06%
178,077
+595
175
$12.8M 0.06%
12,444
-63
5 6
7
8 9