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
3901
$6K ﹤0.01%
2,976
-22,800
3902
$6K ﹤0.01%
+49
3903
$6K ﹤0.01%
200
3904
$6K ﹤0.01%
879
3905
$6K ﹤0.01%
271
3906
$6K ﹤0.01%
260
-940
3907
$6K ﹤0.01%
+44
3908
$6K ﹤0.01%
114
+35
3909
$6K ﹤0.01%
500
3910
$6K ﹤0.01%
2,000
3911
$6K ﹤0.01%
61
-50
3912
$6K ﹤0.01%
213
+74
3913
$6K ﹤0.01%
400
3914
$6K ﹤0.01%
100
3915
$6K ﹤0.01%
9
3916
$6K ﹤0.01%
200
3917
$6K ﹤0.01%
455
3918
$6K ﹤0.01%
200
3919
$6K ﹤0.01%
340
3920
$6K ﹤0.01%
358
3921
$6K ﹤0.01%
+144
3922
$6K ﹤0.01%
100
3923
$6K ﹤0.01%
+281
3924
$6K ﹤0.01%
271
3925
$6K ﹤0.01%
17,500