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
$3.67B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Sells

1 +$46.8M
2 +$25.8M
3 +$23.5M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$22.4M
5
IYE icon
iShares US Energy ETF
IYE
+$18.5M

Sector Composition

1 Energy 4.52%
2 Technology 4.35%
3 Financials 4.34%
4 Industrials 4.06%
5 Healthcare 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
$1K ﹤0.01%
39
-1,561
3852
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+168
3853
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22
-74
3854
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3855
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3856
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3857
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1,000
3858
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3859
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3860
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3861
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3862
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3863
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3864
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3865
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3866
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3867
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3868
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3869
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3870
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1,000
3871
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3872
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3873
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3874
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3875
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35