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
3926
$6K ﹤0.01%
455
3927
$6K ﹤0.01%
200
3928
$6K ﹤0.01%
340
3929
$6K ﹤0.01%
358
3930
$6K ﹤0.01%
+144
3931
$6K ﹤0.01%
100
3932
$6K ﹤0.01%
+281
3933
$6K ﹤0.01%
271
3934
$6K ﹤0.01%
17,500
3935
$6K ﹤0.01%
+172
3936
$6K ﹤0.01%
2,425
3937
$6K ﹤0.01%
77
3938
$6K ﹤0.01%
+2,000
3939
$6K ﹤0.01%
112
3940
$6K ﹤0.01%
159
+105
3941
$5K ﹤0.01%
+168
3942
$5K ﹤0.01%
371
3943
$5K ﹤0.01%
500
3944
$5K ﹤0.01%
500
3945
$5K ﹤0.01%
107
+34
3946
$5K ﹤0.01%
+200
3947
$5K ﹤0.01%
76
+60
3948
$5K ﹤0.01%
2,786
-212
3949
$5K ﹤0.01%
276
-83
3950
$5K ﹤0.01%
124
+34