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
$7.19B
AUM Growth
+$515M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,187
New
Increased
Reduced
Closed

Top Buys

1 +$39M
2 +$17.4M
3 +$17.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$15M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.8M

Sector Composition

1 Financials 6.15%
2 Industrials 5.32%
3 Technology 5.28%
4 Consumer Staples 4.99%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4301
$4K ﹤0.01%
3,950
4302
$4K ﹤0.01%
2,000
4303
$4K ﹤0.01%
10
4304
$4K ﹤0.01%
113
-37
4305
$4K ﹤0.01%
250
4306
$4K ﹤0.01%
149
4307
$4K ﹤0.01%
400
-295
4308
$4K ﹤0.01%
413
4309
$4K ﹤0.01%
200
4310
$4K ﹤0.01%
200
4311
$4K ﹤0.01%
550
4312
$4K ﹤0.01%
400
4313
$4K ﹤0.01%
143
4314
$4K ﹤0.01%
2,338
4315
$4K ﹤0.01%
475
4316
$4K ﹤0.01%
443
+83
4317
$4K ﹤0.01%
258
4318
$4K ﹤0.01%
390
4319
$4K ﹤0.01%
160
4320
$4K ﹤0.01%
+80
4321
$4K ﹤0.01%
239
4322
$4K ﹤0.01%
300
4323
$4K ﹤0.01%
635
4324
$4K ﹤0.01%
300
4325
$4K ﹤0.01%
111