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LTFS

Ladenburg Thalmann Financial Services Portfolio holdings

AUM $15.9B
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.68B
AUM Growth
+$415M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,153
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$39.8M
3
+$39.7M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$38.9M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$18.5M

Top Sells

1
+$72.2M
2
+$37.9M
3
+$19.1M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$19M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$18.3M

Sector Composition

1 Consumer Staples 5.3%
2 Financials 5.29%
3 Technology 5.07%
4 Industrials 5.07%
5 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4476
$2K ﹤0.01%
22
4477
$2K ﹤0.01%
33
4478
$2K ﹤0.01%
510
-30
4479
$2K ﹤0.01%
250
4480
$2K ﹤0.01%
+38
4481
$2K ﹤0.01%
+150
4482
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1,000
4483
$2K ﹤0.01%
73
-350
4484
$2K ﹤0.01%
560
-1
4485
$2K ﹤0.01%
1,000
4486
$2K ﹤0.01%
55
4487
$2K ﹤0.01%
87
4488
$2K ﹤0.01%
9
4489
$2K ﹤0.01%
140
+1
4490
$2K ﹤0.01%
300
-87
4491
$2K ﹤0.01%
90
4492
$2K ﹤0.01%
100
4493
$2K ﹤0.01%
113
4494
$2K ﹤0.01%
+500
4495
$2K ﹤0.01%
119
+69
4496
$2K ﹤0.01%
101
-786
4497
$2K ﹤0.01%
44
4498
$2K ﹤0.01%
200
4499
$2K ﹤0.01%
389
-20,000
4500
$2K ﹤0.01%
2
178 179
180
181 182