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 5.12%
5 Healthcare 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$9K ﹤0.01%
610
+190
3727
$9K ﹤0.01%
210
-33
3728
$9K ﹤0.01%
+500
3729
$9K ﹤0.01%
100
3730
$9K ﹤0.01%
177
3731
$9K ﹤0.01%
516
+349
3732
$9K ﹤0.01%
200
3733
$9K ﹤0.01%
3,550
3734
$9K ﹤0.01%
443
+284
3735
$9K ﹤0.01%
2,512
-108
3736
$9K ﹤0.01%
816
3737
$9K ﹤0.01%
501
+498
3738
$9K ﹤0.01%
103
3739
$9K ﹤0.01%
+273
3740
$9K ﹤0.01%
+1,475
3741
$9K ﹤0.01%
265
-559
3742
$9K ﹤0.01%
194
+5
3743
$9K ﹤0.01%
199
-185
3744
$9K ﹤0.01%
2,000
3745
$9K ﹤0.01%
108
3746
$9K ﹤0.01%
+285
3747
$9K ﹤0.01%
1,394
3748
$9K ﹤0.01%
249
3749
$9K ﹤0.01%
380
-61
3750
$9K ﹤0.01%
+400