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
3926
$6K ﹤0.01%
1,000
3927
$6K ﹤0.01%
87
3928
$6K ﹤0.01%
+1,442
3929
$6K ﹤0.01%
291
+40
3930
$6K ﹤0.01%
+1,910
3931
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78
-108
3932
$6K ﹤0.01%
762
+602
3933
$6K ﹤0.01%
+172
3934
$6K ﹤0.01%
2,425
3935
$6K ﹤0.01%
77
3936
$6K ﹤0.01%
+2,000
3937
$6K ﹤0.01%
112
3938
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159
+105
3939
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442
3940
$6K ﹤0.01%
+1,000
3941
$5K ﹤0.01%
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3942
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500
3943
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500
3944
$5K ﹤0.01%
505
3945
$5K ﹤0.01%
94
+93
3946
$5K ﹤0.01%
+280
3947
$5K ﹤0.01%
105
+87
3948
$5K ﹤0.01%
206
-186
3949
$5K ﹤0.01%
+200
3950
$5K ﹤0.01%
+168