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
176
$12.7M 0.06%
35,323
-14,491
177
$12.7M 0.06%
24,461
+2,934
178
$12.7M 0.06%
31,606
+7,207
179
$12.6M 0.06%
202,412
+9,014
180
$12.6M 0.06%
175,134
-4,489
181
$12.6M 0.06%
92,950
-44,323
182
$12.6M 0.06%
49,462
+2,741
183
$12.5M 0.06%
316,675
+40,998
184
$12.5M 0.06%
112,686
-17,798
185
$12.4M 0.06%
65,981
+3,869
186
$12.1M 0.05%
93,499
+42,151
187
$12.1M 0.05%
52,508
-5,309
188
$12M 0.05%
134,747
+13,018
189
$11.9M 0.05%
18,832
+11,282
190
$11.6M 0.05%
127,489
+8,524
191
$11.6M 0.05%
628,128
-11,834
192
$11.6M 0.05%
88,356
+20,798
193
$11.2M 0.05%
150,169
+136,422
194
$11.2M 0.05%
72,040
+3,477
195
$11M 0.05%
2,215
-826
196
$11M 0.05%
275,129
-13,473
197
$10.9M 0.05%
759,244
-147,238
198
$10.9M 0.05%
254,963
+160,814
199
$10.7M 0.05%
106,865
+42,263
200
$10.6M 0.05%
156,005
+4,817
6 7
8
9 10