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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
$11.1B
AUM Growth
-$848M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,600
New
Increased
Reduced
Closed

Top Buys

1
+$110M
2
+$56.5M
3
+$47.2M
4
AAPL icon
Apple
AAPL
+$47M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$36.6M

Top Sells

1
+$75.2M
2
+$59.4M
3
+$27.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$26.3M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$19.6M

Sector Composition

1 Technology 6.71%
2 Financials 5.85%
3 Industrials 4.18%
4 Healthcare 4.18%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4851
$2K ﹤0.01%
500
4852
$2K ﹤0.01%
41
4853
$2K ﹤0.01%
84
+80
4854
$2K ﹤0.01%
100
4855
$2K ﹤0.01%
528
-764
4856
$2K ﹤0.01%
83
-161
4857
$2K ﹤0.01%
83
4858
$2K ﹤0.01%
1,000
4859
$2K ﹤0.01%
137
-250
4860
$2K ﹤0.01%
+158
4861
$2K ﹤0.01%
65
+15
4862
$2K ﹤0.01%
167
-161
4863
$2K ﹤0.01%
100
4864
$2K ﹤0.01%
300
+152
4865
$2K ﹤0.01%
1,000
4866
$2K ﹤0.01%
100
4867
$2K ﹤0.01%
200
4868
$2K ﹤0.01%
109
-6
4869
$2K ﹤0.01%
48
4870
$2K ﹤0.01%
510
4871
$2K ﹤0.01%
107
4872
$2K ﹤0.01%
70
4873
$2K ﹤0.01%
100
4874
$2K ﹤0.01%
18
4875
$2K ﹤0.01%
95
193 194
195
196 197