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
4851
-13
4852
$0 ﹤0.01%
5
4853
$0 ﹤0.01%
6
4854
0
4855
$0 ﹤0.01%
6
4856
$0 ﹤0.01%
35
4857
$0 ﹤0.01%
75
4858
$0 ﹤0.01%
6
4859
$0 ﹤0.01%
200
4860
$0 ﹤0.01%
1
4861
-19,843