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
3201
$8K ﹤0.01%
69
+50
3202
$8K ﹤0.01%
309
+220
3203
$8K ﹤0.01%
+61
3204
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177
3205
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260
+246
3206
$8K ﹤0.01%
260
+52
3207
$8K ﹤0.01%
380
+40
3208
$8K ﹤0.01%
1,000
3209
$8K ﹤0.01%
150
3210
$8K ﹤0.01%
557
+67
3211
$8K ﹤0.01%
259
+9
3212
$8K ﹤0.01%
+400
3213
$8K ﹤0.01%
18,475
+1,400
3214
$8K ﹤0.01%
705
+87
3215
$8K ﹤0.01%
+200
3216
$8K ﹤0.01%
122
3217
$8K ﹤0.01%
244
3218
$8K ﹤0.01%
321
3219
$8K ﹤0.01%
300
3220
$8K ﹤0.01%
122
-13
3221
$8K ﹤0.01%
460
3222
$8K ﹤0.01%
3,000
+1,000
3223
$7K ﹤0.01%
500
3224
$7K ﹤0.01%
600
3225
$7K ﹤0.01%
211