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
2651
$21K ﹤0.01%
581
+271
2652
$21K ﹤0.01%
+200
2653
$20K ﹤0.01%
822
2654
$20K ﹤0.01%
382
2655
$20K ﹤0.01%
1,074
+22
2656
$20K ﹤0.01%
14
-18
2657
$20K ﹤0.01%
359
+48
2658
0
2659
$20K ﹤0.01%
852
+23
2660
$20K ﹤0.01%
700
2661
$20K ﹤0.01%
256
2662
$20K ﹤0.01%
715
+5
2663
$20K ﹤0.01%
222
-6,716
2664
$20K ﹤0.01%
730
+250
2665
$20K ﹤0.01%
1,519
+16
2666
$20K ﹤0.01%
318
+23
2667
$20K ﹤0.01%
653
2668
$20K ﹤0.01%
613
+7
2669
$20K ﹤0.01%
3,750
2670
$20K ﹤0.01%
134
2671
$20K ﹤0.01%
1,186
+611
2672
$20K ﹤0.01%
1,454
+715
2673
$20K ﹤0.01%
1,779
+35
2674
$20K ﹤0.01%
897
2675
$20K ﹤0.01%
2,500