Lido Advisors Portfolio holdings
AUM
$19.1B
1-Year Return
10.87%
This Quarter Return
+1.82%
1 Year Return
+10.87%
3 Year Return
+39.58%
5 Year Return
+65.07%
10 Year Return
–
AUM
$16B
AUM Growth
+$2.68B
(+20%)
Cap. Flow
+$1.87B
Cap. Flow
% of AUM
11.67%
Top 10 Holdings %
Top 10 Hldgs %
42.09%
Holding
1,394
New
137
Increased
719
Reduced
367
Closed
72
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$346M |
| 2 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$206M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$204M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$140M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
+$118M |
Top Sells
| 1 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$624M |
| 2 |
Travelers Companies
TRV
|
+$221M |
| 3 |
RTX Corp
RTX
|
+$70.7M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$56.3M |
| 5 |
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% |
