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
$5.41B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,037
New
Increased
Reduced
Closed

Top Sells

1 +$14.4M
2 +$13.9M
3 +$13.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.1M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$8.03M

Sector Composition

1 Financials 5.77%
2 Consumer Staples 5.18%
3 Technology 5.18%
4 Industrials 5.13%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$9K ﹤0.01%
1,040
-250
3727
$9K ﹤0.01%
230
3728
$9K ﹤0.01%
323
+2
3729
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151
+27
3730
$9K ﹤0.01%
563
+515
3731
$9K ﹤0.01%
470
3732
$9K ﹤0.01%
+1,167
3733
$9K ﹤0.01%
170
+113
3734
$9K ﹤0.01%
250
3735
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400
3736
$9K ﹤0.01%
610
+190
3737
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210
-33
3738
$9K ﹤0.01%
+500
3739
$9K ﹤0.01%
100
3740
$9K ﹤0.01%
177
3741
$9K ﹤0.01%
516
+349
3742
$9K ﹤0.01%
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3743
$9K ﹤0.01%
3,550
3744
$9K ﹤0.01%
443
+284
3745
$9K ﹤0.01%
2,512
-108
3746
$9K ﹤0.01%
816
3747
$9K ﹤0.01%
501
+498
3748
$9K ﹤0.01%
103
3749
$9K ﹤0.01%
+1,475
3750
$9K ﹤0.01%
265
-559