LTFS

Ladenburg Thalmann Financial Services Portfolio holdings

AUM $15.9B
1-Year Est. Return 25.17%
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.21B
AUM Growth
+$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,876
New
Increased
Reduced
Closed

Top Buys

1 +$42.1M
2 +$37M
3 +$35.8M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$35M
5
AAPL icon
Apple
AAPL
+$29.5M

Sector Composition

1 Financials 5.65%
2 Technology 5.62%
3 Industrials 5.34%
4 Healthcare 4.99%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
$11K ﹤0.01%
1,450
+300
3577
$11K ﹤0.01%
205
+130
3578
$11K ﹤0.01%
474
+44
3579
$11K ﹤0.01%
101
+40
3580
$11K ﹤0.01%
784
-28
3581
0
3582
$11K ﹤0.01%
700
3583
$11K ﹤0.01%
3,750
3584
$11K ﹤0.01%
367
+13
3585
$11K ﹤0.01%
342
+119
3586
$11K ﹤0.01%
300
3587
$11K ﹤0.01%
1,350
3588
$11K ﹤0.01%
181
+100
3589
$11K ﹤0.01%
963
3590
$11K ﹤0.01%
360
3591
$11K ﹤0.01%
1,000
3592
$11K ﹤0.01%
749
+183
3593
$11K ﹤0.01%
389
+346
3594
$11K ﹤0.01%
+400
3595
$11K ﹤0.01%
437
3596
$11K ﹤0.01%
66
+36
3597
$11K ﹤0.01%
318
3598
$11K ﹤0.01%
225
3599
$11K ﹤0.01%
510
3600
$11K ﹤0.01%
1,557
+1,391