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
3901
$6K ﹤0.01%
+400
3902
$6K ﹤0.01%
2,000
3903
$6K ﹤0.01%
206
+92
3904
$6K ﹤0.01%
210
-58
3905
$6K ﹤0.01%
+380
3906
$6K ﹤0.01%
1,018
+96
3907
$6K ﹤0.01%
143
3908
$6K ﹤0.01%
+1,000
3909
$6K ﹤0.01%
560
-116
3910
$6K ﹤0.01%
357
-1,430
3911
$6K ﹤0.01%
+152
3912
$6K ﹤0.01%
3,583
+240
3913
$6K ﹤0.01%
232
+182
3914
$6K ﹤0.01%
670
+220
3915
$6K ﹤0.01%
261
3916
$6K ﹤0.01%
49
+1
3917
$6K ﹤0.01%
2,976
-22,800
3918
$6K ﹤0.01%
+49
3919
$6K ﹤0.01%
200
3920
$6K ﹤0.01%
879
3921
$6K ﹤0.01%
271
3922
$6K ﹤0.01%
260
-940
3923
$6K ﹤0.01%
+44
3924
$6K ﹤0.01%
114
+35
3925
$6K ﹤0.01%
200