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LTFS

Ladenburg Thalmann Financial Services Portfolio holdings

AUM $15.9B
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.68B
AUM Growth
+$415M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,153
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$39.8M
3
+$39.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$38.9M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$18.5M

Top Sells

1
+$72.2M
2
+$37.9M
3
+$19.1M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$19M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18.3M

Sector Composition

1 Consumer Staples 5.3%
2 Financials 5.29%
3 Technology 5.07%
4 Industrials 5.07%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3826
$10K ﹤0.01%
586
3827
$10K ﹤0.01%
1,111
3828
$10K ﹤0.01%
16,000
3829
$10K ﹤0.01%
1,178
3830
$10K ﹤0.01%
1
3831
$10K ﹤0.01%
308
-16
3832
$10K ﹤0.01%
81
3833
$10K ﹤0.01%
11,500
3834
$10K ﹤0.01%
775
-4,970
3835
$10K ﹤0.01%
221
+3
3836
$10K ﹤0.01%
666
-200
3837
$10K ﹤0.01%
339
3838
$10K ﹤0.01%
+328
3839
$10K ﹤0.01%
1,800
3840
$10K ﹤0.01%
397
+161
3841
$10K ﹤0.01%
309
+7
3842
$10K ﹤0.01%
400
-415
3843
$10K ﹤0.01%
105
3844
$10K ﹤0.01%
96
-1
3845
$10K ﹤0.01%
347
-99
3846
$10K ﹤0.01%
158
+75
3847
$9K ﹤0.01%
689
3848
$9K ﹤0.01%
346
3849
$9K ﹤0.01%
329
+5
3850
$9K ﹤0.01%
2,217
-100
152 153
154
155 156