— Know what they know.
/
Not Investment Advice

LKFN NASDAQ

Lakeland Financial Corporation
1W: +7.2% 1M: +2.8% 3M: -4.0% YTD: +11.2% 1Y: +4.4% 3Y: +34.5% 5Y: -6.5%
$60.71
-0.46 (-0.74%)
After Hours: $59.12 (-1.59, -2.61%)
Weekly Expected Move ±2.6%
$55 $57 $58 $60 $61
NASDAQ · Financial Services · Banks - Regional · Tech Score Buy · Power 57 · $1.5B mcap · 24M float · 0.845% daily turnover · Short 39% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview News Chart Smart Money Financials Income Statement Cash Flow Balance Sheet Earnings
Dividends Analysis Technicals Weather Peers ESG Institutions ETF Exposure Dark Pool Short Interest Supply Chain

ETF Exposure

154
ETFs Holding
Total ETF Value
1.40%
Max Weight
0.077%
Avg Weight

ETF Holdings by Value

ETFs Holding LKFN

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 NIR
0.0900% 602 6.4% 20.3 0.02%
2 IJR
iShares Core S&P Small-Cap ETF
 0.0800% 602 5.3% 35.1 0.02%
3 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0019% 3,485 34.6% 62.4 0.01%
4 VTSAX
0.0019% 3,485 34.6% 62.4 0.01%
5 VSMPX
0.0019% 3,485 34.6% 62.4 0.01%
6 VITSX
0.0019% 3,485 34.6% 62.4 0.01%
7 SCHD
Schwab U.S. Dividend Equity ETF
 0.0348% 100 41.4% 24.7 0.03%
8 IWM
iShares Russell 2000 ETF
 0.0469% 1,965 3.3% 9.3 0.02%
9 NJM
0.0421% 1,897 8.0% 11.8 0.01%
10 AVUV
Avantis U.S. Small Cap Value ETF
 0.0900% 786 7.9% 11.4 0.02%
11 FSSNX
0.0500% 1,952 3.2% 7.5 0.02%
12 KRE
State Street SPDR S&P Regional Banking ETF
 0.3829% 167 11.6% 12.4 0.03%
13 VXF
Vanguard Extended Market ETF
 0.0175% 3,322 9.5% 3.8 0.01%
14 VIEIX
0.0175% 3,322 9.5% 3.8 0.01%
15 VEXAX
0.0175% 3,322 9.5% 3.8 0.01%
16 VEMPX
0.0175% 3,322 9.5% 3.8 0.01%
17 KBE
State Street SPDR S&P Bank ETF
 0.9266% 107 10.1% 14.7 0.03%
18 SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
 0.0836% 605 5.2% 34.9 0.02%
19 FESM
Fidelity Enhanced Small Cap ETF
 0.1900% 866 7.1% 13.4 0.01%
20 DFAS
Dimensional - US Small Cap ETF
 0.0346% 2,090 2.6% 15.2 0.01%
21 SMDV
ProShares S&P SmallCap 600 Dividend Aristocrats ETF
 1.4015% 70 17.8% 18.1 0.03%
22 VTWO
Vanguard Russell 2000 ETF
 0.0470% 1,992 3.3% 8.8 0.01%
23 IWO
iShares Russell 2000 Growth ETF
 0.0600% 1,114 6.4% -1.2 0.01%
24 VDADX
0.0063% 333 34.5% 26.5 0.02%
25 VIG
Vanguard Dividend Appreciation ETF
 0.0063% 333 34.5% 26.5 0.02%
26 SCHA
Schwab U.S. Small-Cap ETF
 0.0355% 1,743 2.8% 15.7 0.02%
27 FSMAX
0.0180% 3,181 8.8% 12.6 0.01%
28 NJS
0.0900% 459 8.4% 11.4 0.03%
29 DFAT
Dimensional - US Targeted Value ETF
 0.0213% 1,219 7.0% 20.1 0.02%
30 NLO
0.0447% 1,077 14.6% 14.9 0.01%
31 IJT
iShares S&P Small-Cap 600 Growth ETF
 0.0900% 345 9.5% 47.3 0.01%
32 NLT
0.0900% 339 11.9% 29.2 0.01%
33 IJS
iShares S&P Small-Cap 600 Value ETF
 0.0800% 462 8.9% 23.9 0.02%
34 VTMSX
0.0601% 599 5.8% 24.3 0.02%
35 VTSIX
0.0601% 599 5.4% 34.9 0.02%
36 DFAC
Dimensional - US Core Equity 2 ETF
 0.0068% 2,537 26.7% 27.5 0.01%
37 DFMC
U.S. Micro Cap Portfolio ETF
 0.0747% 1,732 3.7% 24.8 0.02%
38 IWN
iShares Russell 2000 Value ETF
 0.0400% 1,396 5.4% 19.1 0.03%
39 NAJ
0.0400% 1,376 6.9% 8.4 0.02%
40 VIOO
Vanguard S&P Small-Cap 600 ETF
 0.0830% 603 5.3% 35.7 0.02%
41 SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
 0.0858% 347 9.5% 47.2 0.01%
42 SLYV
State Street SPDR S&P 600 Small Cap Value ETF
 0.0829% 464 9.0% 23.8 0.02%
43 FNDA
Schwab Fundamental U.S. Small Company Index ETF
 0.0407% 907 3.7% 38.3 0.02%
44 SLY
SPDR S&P 600 Small Cap ETF
 0.1455% 603 6.0% 16.4 0.85%
45 FSKAX
0.0020% 3,600 34.8% 51.6 0.01%
46 DES
WisdomTree U.S. SmallCap Dividend Fund
 0.1278% 507 9.6% 30.9 0.03%
47 MASKX
0.0474% 1,567 3.2% -1.8 0.01%
48 MDSKX
0.0474% 1,567 3.2% -1.8 0.01%
49 AVSC
Avantis U.S. Small Cap Equity ETF
 0.0800% 1,515 3.3% 24.0 0.01%
50 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
 0.0052% 2,518 27.9% 32.6 0.01%
51 VFAIX
0.0163% 410 44.5% 17.3 0.02%
52 VFH
Vanguard Financials ETF
 0.0163% 423 48.2% 18.3 0.02%
53 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0020% 2,420 33.8% 62.4 0.01%
54 XSLV
Invesco S&P SmallCap Low Volatility ETF
 0.7959% 118 11.2% 17.5 0.04%
55 BDMIX
0.0107% 3,803 14.6% -8368.4 3.97%
56 VIOV
Vanguard S&P Small-Cap 600 Value ETF
 0.0828% 463 8.4% 25.3 0.02%
57 PRFZ
Invesco RAFI US 1500 Small-Mid ETF
 0.0463% 1,481 4.1% 16.4 0.01%
58 DHS
WisdomTree U.S. High Dividend Fund
 0.0718% 316 35.2% 29.2 0.04%
59 XSHQ
Invesco S&P SmallCap Quality ETF
 0.3574% 115 22.8% 18.9 0.02%
60 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
 0.0158% 2,258 23.9% 22.8 0.01%
61 FECGX
0.0620% 1,103 6.0% 4.1 0.01%
62 VTWG
Vanguard Russell 2000 Growth ETF
 0.0563% 1,129 6.4% -0.6 0.01%
63 FISVX
0.0400% 1,399 5.5% 11.8 0.02%
64 FNCMX
0.0030% 2,781 57.5% 72.7 0.27%
65 BDSKX
0.0163% 805 5.9% 0.3 0.01%
66 BDSCX
0.0163% 805 5.9% 0.3 0.01%
67 BDSIX
0.0163% 783 9.1% 10.8 0.01%
68 BDSAX
0.0163% 805 5.9% 0.3 0.01%
69 DPST LEV
Direxion Daily Regional Banks Bull 3X ETF
 0.2728% 167 8.3% 12.4 0.03%
70 FYX
First Trust Small Cap Core AlphaDEX Fund
 0.0600% 525 4.0% 18.8 0.03%
71 SCHB
Schwab U.S. Broad Market ETF
 0.0019% 2,380 33.9% 62.5 0.01%
72 VIOG
Vanguard S&P Small-Cap 600 Growth ETF
 0.0835% 347 9.8% 47.0 0.01%
73 AVUS
Avantis U.S. Equity ETF
 0.0100% 1,919 29.9% 39.4 0.01%
74 FZROX
0.0020% 2,631 33.4% 51.3 0.01%
75 SMMD
iShares Russell 2500 ETF
 0.0191% 2,474 3.1% 19.4 0.02%
76 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
 0.0300% 671 5.8% 26.3 0.01%
77 SMLV
State Street SPDR US Small Cap Low Volatility Index ETF
 0.2775% 393 5.9% 36.3 0.03%
78 RSSL
Global X - Russell 2000 ETF
 0.0500% 1,967 3.3% 7.7 0.02%
79 VITPX
0.0020% 3,015 34.6% 62.4 0.01%
80 VITNX
0.0020% 3,134 32.0% 52.7 0.01%
81 ONEQ
Fidelity Nasdaq Composite Index ETF
 0.0100% 997 56.9% 92.9 0.01%
82 ISMD
Inspire Small/Mid Cap ETF
 0.2027% 499 2.7% 13.9 0.02%
83 VBAIX
0.0009% 3,170 21.6% 62.4 0.01%
84 VBINX
0.0009% 3,219 19.6% 52.8 0.01%
85 VBIAX
0.0009% 3,170 21.6% 62.4 0.01%
86 BFOR
ALPS ETF Trust - Barron's 400 ETF
 0.2400% 400 3.2% 22.9 0.01%
87 FZIPX
0.0210% 2,126 3.3% 18.3 0.02%
88 EES
WisdomTree U.S. SmallCap Fund
 0.0812% 862 8.6% 22.2 0.02%
89 DFUS
Dimensional U.S. Equity ETF
 0.0025% 2,210 34.6% 64.3 0.01%
90 RWJ
Invesco S&P SmallCap 600 Revenue ETF
 0.0266% 600 14.3% 19.1 0.02%
91 QABA
First Trust NASDAQ ABA Community Bank Index Fund
 0.6100% 158 26.4% 13.1 0.03%
92 VTWV
Vanguard Russell 2000 Value ETF
 0.0380% 1,426 5.4% 18.4 0.02%
93 GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
 0.0500% 1,372 3.6% 0.7 0.01%
94 VFQY
Vanguard U.S. Quality Factor ETF
 0.0970% 439 15.0% 31.0 0.01%
95 BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
 0.0600% 835 4.0% 15.6 0.01%
96 DFAU
Dimensional - US Core Equity Market ETF
 0.0031% 2,154 34.0% 42.9 0.01%
97 FNCL
Fidelity MSCI Financials Index ETF
 0.0200% 381 48.4% 17.8 0.02%
98 DFUV
Dimensional - US Marketwide Value ETF
 0.0024% 1,310 26.3% 17.8 0.02%
99 NMV
0.0018% 2,552 34.3% 54.6 0.01%
100 IWV
iShares Russell 3000 ETF
 0.0017% 2,579 33.7% 62.4 0.01%
101 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0023% 1,509 35.1% 66.6 0.01%
102 AMAEX
0.3000% 85 23.0% 17.4 0.03%
103 FLXSX
0.0580% 1,623 3.6% 11.2 0.01%
104 BSMAX
0.0165% 1,910 4.1% 12.6 0.01%
105 QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
 0.0924% 538 5.8% 26.9 0.02%
106 HKK
0.0332% 1,062 5.9% 15.0 0.02%
107 ISCV
iShares Morningstar Small Cap Value ETF
 0.0300% 1,036 5.5% 18.8 0.02%
108 XJR
iShares ESG Select Screened S&P Small-Cap ETF
 0.0900% 548 5.8% 28.4 0.02%
109 ACSV
American Century ETF Trust - American Century Small Cap Value Insights ETF
 0.6800% 200 17.8% 18.2 0.02%
110 ISCG
iShares Morningstar Small-Cap Growth ETF
 0.0179% 912 7.3% 9.5 0.01%
111 JKK
iShares Morningstar Small-Cap Growth ETF
 0.0177% 914 7.1% 10.1 0.01%
112 HKJ
0.0164% 940 8.3% 22.8 0.01%
113 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.0216% 1,818 6.1% 16.1 0.01%
114 OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
 0.0549% 1,100 11.2% 17.1 0.02%
115 DTD
WisdomTree U.S. Total Dividend Fund
 0.0085% 805 23.6% 26.9 0.02%
116 VTHR
Vanguard Russell 3000 ETF
 0.0020% 2,980 34.7% 63.1 0.01%
117 AVSCX
0.1100% 1,108 3.7% 10.0 0.01%
118 RNSC
First Trust Small Cap US Equity Select ETF
 0.2000% 314 21.6% 34.6 0.94%
119 PSCF
Invesco S&P SmallCap Financials ETF
 0.3356% 160 15.3% 20.1 0.03%
120 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0041% 1,967 30.7% 39.3 0.01%
121 WSML
iShares MSCI World Small-Cap ETF
 0.0138% 3,661 2.5% 20.4 0.02%
122 BASMX
0.0018% 1,985 19.9% 91.7 0.01%
123 ITWO
ProShares Russell 2000 High Income ETF
 0.0463% 1,961 3.1% 9.2 0.02%
124 AVTM
Avantis Total Equity Markets ETF 1
 0.0100% 1,702 40.6% 45.5 0.01%
125 RFLR
Innovator U.S. Small Cap Managed Floor ETF
 0.0700% 823 3.8% 8.7 0.02%
126 HKG
0.0239% 1,533 4.5% 18.8 0.02%
127 URTY LEV
ProShares - UltraPro Russell2000
 0.0237% 1,964 22.8% 9.2 0.02%
128 MSML
iShares MSCI USA Small-Cap ETF
 0.0200% 1,657 4.0% 21.1 0.02%
129 UWM LEV
ProShares - Ultra Russell2000
 0.0200% 1,963 39.1% 9.2 0.02%
130 PFM
Invesco Dividend Achievers ETF
 0.0052% 429 31.9% 26.3 0.02%
131 CSA
VictoryShares US Small Cap Volatility Wtd ETF
 0.1914% 499 4.2% 9.4 0.02%
132 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0024% 1,613 20.8% 23.8 0.02%
133 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0010% 6,484 18.1% 50.1 0.02%
134 AVSU
Avantis Responsible U.S. Equity ETF
 0.0100% 1,353 32.6% 42.1 0.01%
135 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0008% 6,484 13.8% 50.1 0.02%
136 AVUSX
—% 1,611 27.2% 30.3 0.01%
137 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0013% 1,894 26.0% 49.9 0.01%
138 IWMW
iShares Russell 2000 BuyWrite ETF
 0.0472% 1,963 3.3% 9.3 0.02%
139 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0029% 1,451 18.9% 32.9 0.02%
140 PQSG
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Growth ETF
 0.1600% 533 3.1% 11.8 0.01%
141 EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
 0.1382% 595 8.3% 21.0 0.03%
142 SAA LEV
ProShares - Ultra SmallCap600
 0.0647% 602 4.1% 34.9 0.02%
143 EBI
Longview Advantage ETF
 —% 1,731 27.1% 21.1 0.01%
144 CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
 0.0456% 499 1.0% 9.4 0.02%
145 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0005% 6,484 9.3% 50.1 0.02%
146 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
 0.0200% 1,572 18.9% 40.8 0.01%
147 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0046% 1,488 36.9% 92.1 0.01%
148 SQLT
iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF
 0.0677% 486 9.0% 24.8 0.01%
149 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0004% 6,484 7.0% 50.1 0.02%
150 DDDD
YieldMax U.S. Stocks Target Double Distribution ETF
 0.0300% 98 41.3% 24.7 0.03%
151 STSB
iShares Factors US Small Blend Style ETF
 0.0400% 840 6.2% -0.4 0.04%
152 HDG
ProShares - Hedge Replication ETF
 0.0079% 1,960 0.5% 9.2 0.02%
153 ITDF
iShares LifePath Target Date 2050 ETF
 0.0014% 7,948 19.6% 47.8 0.02%
154 ITDE
iShares LifePath Target Date 2045 ETF
 0.0011% 7,963 17.8% 47.8 0.02%
155 ITDD
iShares LifePath Target Date 2040 ETF
 0.0008% 7,963 15.8% 47.9 0.02%
156 ITDG
iShares LifePath Target Date 2055 ETF
 0.0015% 7,948 20.8% 47.5 0.02%
157 ITDH
iShares LifePath Target Date 2060 ETF
 0.0015% 7,948 21.1% 47.4 0.02%
158 ITDC
iShares LifePath Target Date 2035 ETF
 0.0006% 7,963 13.9% 48.2 0.02%
159 RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
 0.0402% 1,953 2.9% 8.9 0.02%
160 ITDI
iShares LifePath Target Date 2065 ETF
 0.0015% 7,948 21.1% 47.4 0.02%
161 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0015% 7,948 21.1% 47.4 0.02%
162 JKL
iShares Morningstar Small-Cap Value ETF
 0.0300% 1,037 5.4% 18.3 0.02%
163 ITDB
iShares LifePath Target Date 2030 ETF
 0.0002% 7,963 11.3% 48.8 0.02%
164 IRTR
iShares LifePath Retirement ETF
 0.0002% 7,963 8.6% 48.8 0.02%
165 ISCB
iShares Morningstar Small-Cap ETF
 0.0200% 1,560 3.5% 14.8 0.01%
166 JKJ
iShares Morningstar Small-Cap ETF
 0.0200% 1,661 4.2% 20.8 0.01%
167 VMNFX
-0.2266% 611 8.2% -908.3 -0.02%
Tech Financial Healthcare Consumer Cycl. Industrials Energy

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms