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 5.35%
4 Healthcare 4.99%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$7K ﹤0.01%
378
3802
$7K ﹤0.01%
500
3803
$7K ﹤0.01%
250
3804
$7K ﹤0.01%
525
3805
$7K ﹤0.01%
268
+151
3806
$7K ﹤0.01%
703
+431
3807
$7K ﹤0.01%
611
-498
3808
$7K ﹤0.01%
243
-1,632
3809
$7K ﹤0.01%
750
+552
3810
0
3811
$7K ﹤0.01%
691
3812
$7K ﹤0.01%
296
3813
$7K ﹤0.01%
146
+12
3814
$7K ﹤0.01%
416
+250
3815
$7K ﹤0.01%
233
3816
$7K ﹤0.01%
680
3817
$7K ﹤0.01%
183
3818
$7K ﹤0.01%
+400
3819
$7K ﹤0.01%
220
3820
$7K ﹤0.01%
278
+143
3821
$7K ﹤0.01%
900
3822
$7K ﹤0.01%
66
+3
3823
$7K ﹤0.01%
738
3824
$7K ﹤0.01%
1,500
3825
$7K ﹤0.01%
665
+557