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
3601
$11K ﹤0.01%
350
3602
$11K ﹤0.01%
+350
3603
$11K ﹤0.01%
500
3604
$11K ﹤0.01%
1,346
+22
3605
$11K ﹤0.01%
110
3606
$11K ﹤0.01%
370
+320
3607
$11K ﹤0.01%
403
+3
3608
$11K ﹤0.01%
354
-446
3609
$11K ﹤0.01%
1,000
3610
$11K ﹤0.01%
343
3611
$11K ﹤0.01%
2,884
+2,397
3612
$11K ﹤0.01%
1,223
3613
$11K ﹤0.01%
209
+9
3614
$11K ﹤0.01%
484
3615
$11K ﹤0.01%
+448
3616
$11K ﹤0.01%
432
3617
$11K ﹤0.01%
557
+55
3618
$11K ﹤0.01%
242
-50
3619
$11K ﹤0.01%
1,510
3620
$11K ﹤0.01%
+500
3621
$10K ﹤0.01%
1,980
+980
3622
$10K ﹤0.01%
+250
3623
$10K ﹤0.01%
984
3624
$10K ﹤0.01%
183
+24
3625
$10K ﹤0.01%
+396