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
3801
0
3802
$7K ﹤0.01%
691
3803
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3804
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+12
3805
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3806
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3807
$7K ﹤0.01%
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3808
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3809
$7K ﹤0.01%
91
-249
3810
$7K ﹤0.01%
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3811
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324
-84
3812
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3813
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3814
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+143
3815
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900
3816
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66
+3
3817
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3818
$7K ﹤0.01%
1,500
3819
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665
+557
3820
$7K ﹤0.01%
+94
3821
$7K ﹤0.01%
62
3822
$7K ﹤0.01%
1,720
3823
$7K ﹤0.01%
195
-15
3824
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350
3825
$7K ﹤0.01%
100