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
$3.65B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,184
New
Increased
Reduced
Closed

Top Sells

1 +$47M
2 +$45.9M
3 +$32.8M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$27.9M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$25.2M

Sector Composition

1 Energy 4.91%
2 Technology 4.51%
3 Financials 4.05%
4 Industrials 4.05%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$23K ﹤0.01%
+2,000
2552
$23K ﹤0.01%
394
2553
$23K ﹤0.01%
804
+4
2554
$23K ﹤0.01%
728
-544
2555
$23K ﹤0.01%
960
+4
2556
$23K ﹤0.01%
2,031
+18
2557
$23K ﹤0.01%
560
2558
$23K ﹤0.01%
2,000
2559
$23K ﹤0.01%
438
+41
2560
$23K ﹤0.01%
617
+59
2561
$23K ﹤0.01%
475
+425
2562
$23K ﹤0.01%
123
2563
$23K ﹤0.01%
723
2564
$23K ﹤0.01%
298
+112
2565
$23K ﹤0.01%
1,089
-412
2566
$23K ﹤0.01%
183
+133
2567
$23K ﹤0.01%
6,208
+2,330
2568
$23K ﹤0.01%
4,100
2569
$23K ﹤0.01%
7,500
2570
$23K ﹤0.01%
1,250
2571
$23K ﹤0.01%
349
+107
2572
$23K ﹤0.01%
365
+237
2573
$23K ﹤0.01%
250
+200
2574
$23K ﹤0.01%
1,323
+300
2575
$23K ﹤0.01%
+528