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
$8.51B
AUM Growth
+$626M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,206
New
Increased
Reduced
Closed

Top Buys

1 +$50.1M
2 +$48.6M
3 +$37.4M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$32.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21M

Sector Composition

1 Financials 5.92%
2 Technology 5.66%
3 Industrials 4.91%
4 Consumer Staples 4.53%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4426
$4K ﹤0.01%
304
+85
4427
$4K ﹤0.01%
125
4428
$4K ﹤0.01%
+833
4429
$4K ﹤0.01%
372
-575
4430
$4K ﹤0.01%
230
4431
$4K ﹤0.01%
850
4432
$4K ﹤0.01%
200
4433
$4K ﹤0.01%
121
4434
$4K ﹤0.01%
+300
4435
$4K ﹤0.01%
27
4436
$4K ﹤0.01%
100
4437
$4K ﹤0.01%
264
+200
4438
$4K ﹤0.01%
500
4439
$4K ﹤0.01%
345
-49
4440
$4K ﹤0.01%
857
4441
$4K ﹤0.01%
392
4442
$4K ﹤0.01%
226
+6
4443
$4K ﹤0.01%
75
4444
$4K ﹤0.01%
+213
4445
$3K ﹤0.01%
21
4446
0
4447
$3K ﹤0.01%
100
4448
$3K ﹤0.01%
+3
4449
$3K ﹤0.01%
81
+11
4450
$3K ﹤0.01%
502