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
2976
$12K ﹤0.01%
150
2977
$12K ﹤0.01%
162
+135
2978
$12K ﹤0.01%
272
+263
2979
$12K ﹤0.01%
1,000
2980
$12K ﹤0.01%
1,435
2981
$12K ﹤0.01%
1,258
2982
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401
2983
$12K ﹤0.01%
3,000
-100
2984
$12K ﹤0.01%
234
+184
2985
$12K ﹤0.01%
266
2986
$12K ﹤0.01%
400
2987
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212
2988
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226
+22
2989
$12K ﹤0.01%
+696
2990
$12K ﹤0.01%
1,350
2991
$12K ﹤0.01%
28
-7
2992
$12K ﹤0.01%
+2,000
2993
$12K ﹤0.01%
+25
2994
$12K ﹤0.01%
40
+15
2995
$12K ﹤0.01%
215
+164
2996
$12K ﹤0.01%
400
2997
$12K ﹤0.01%
265
+109
2998
$12K ﹤0.01%
1,200
2999
$12K ﹤0.01%
1,298
+554
3000
$12K ﹤0.01%
+14,200