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
3876
$7K ﹤0.01%
318
-2
3877
$7K ﹤0.01%
+143
3878
$7K ﹤0.01%
810
-2,394
3879
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700
3880
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129
-14
3881
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261
3882
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280
3883
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+140
3884
$7K ﹤0.01%
1,000
3885
$7K ﹤0.01%
380
+340
3886
$7K ﹤0.01%
1,840
-17
3887
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34
+16
3888
$7K ﹤0.01%
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3889
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152
-1
3890
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600
3891
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444
-1,905
3892
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3893
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2
3894
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136
3895
$7K ﹤0.01%
390
-40
3896
$7K ﹤0.01%
+550
3897
$7K ﹤0.01%
107
-192
3898
$7K ﹤0.01%
378
3899
$7K ﹤0.01%
409
-1,541
3900
$7K ﹤0.01%
125