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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
$13.1B
AUM Growth
+$1.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,589
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$52.5M
3
+$33.2M
4
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$32.5M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$31M

Top Sells

1
+$50.3M
2
+$42.7M
3
+$30.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$28.6M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$19.9M

Sector Composition

1 Technology 7.28%
2 Financials 5.64%
3 Industrials 4.29%
4 Healthcare 4%
5 Consumer Discretionary 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5051
$1K ﹤0.01%
30
5052
$1K ﹤0.01%
17
5053
$1K ﹤0.01%
52
-2,079
5054
$1K ﹤0.01%
53
-572
5055
– –
0
5056
$1K ﹤0.01%
2
5057
$1K ﹤0.01%
1,000
5058
$1K ﹤0.01%
13
5059
$1K ﹤0.01%
72
5060
$1K ﹤0.01%
+100
5061
$1K ﹤0.01%
203
5062
$1K ﹤0.01%
291
+9
5063
$1K ﹤0.01%
10
5064
$1K ﹤0.01%
+200
5065
$1K ﹤0.01%
+102
5066
– –
0
5067
$1K ﹤0.01%
1
5068
$1K ﹤0.01%
+67
5069
$1K ﹤0.01%
100
-1,700
5070
$1K ﹤0.01%
22
5071
$1K ﹤0.01%
150
5072
$1K ﹤0.01%
+5
5073
$1K ﹤0.01%
27
+1
5074
$1K ﹤0.01%
21
-1
5075
$1K ﹤0.01%
600
-24
201 202
203
204 205