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
3276
$7K ﹤0.01%
500
3277
$7K ﹤0.01%
+1,000
3278
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512
+498
3279
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3280
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5,750
+4,650
3281
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3282
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3283
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3284
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554
3285
$7K ﹤0.01%
647
+11
3286
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660
-7,000
3287
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450
3288
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275
-375
3289
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+300
3290
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650
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3291
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3292
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3293
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211
+36
3294
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97
+89
3295
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500
3296
$6K ﹤0.01%
+2,000
3297
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210
+29
3298
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+218
3299
$6K ﹤0.01%
270
3300
$6K ﹤0.01%
1,000