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
$3.65B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,184
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$28.6M
3
+$27.6M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$25.1M
5
FIDU icon
Fidelity MSCI Industrials Index ETF
FIDU
+$24.9M

Top Sells

1
+$47M
2
+$45.9M
3
+$32.8M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$27.9M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$25.2M

Sector Composition

1 Energy 4.91%
2 Technology 4.51%
3 Financials 4.06%
4 Industrials 4.05%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3826
$1K ﹤0.01%
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3827
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3828
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3829
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3830
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3831
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3832
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3835
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3840
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+25
3841
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3845
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3846
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3847
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3848
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3849
$1K ﹤0.01%
39
3850
$1K ﹤0.01%
54
152 153
154
155 156