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
3951
$6K ﹤0.01%
89
+20
3952
$6K ﹤0.01%
663
+40
3953
$6K ﹤0.01%
380
3954
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3955
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665
3956
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320
+4
3957
$6K ﹤0.01%
556
-499
3958
$6K ﹤0.01%
1,720
+860
3959
$6K ﹤0.01%
490
-12
3960
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400
3961
$6K ﹤0.01%
525
3962
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6,520
3963
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323
+45
3964
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600
3965
$6K ﹤0.01%
187
-44
3966
$6K ﹤0.01%
877
-642
3967
$6K ﹤0.01%
1,640
3968
$6K ﹤0.01%
49
+2
3969
$6K ﹤0.01%
156
3970
$6K ﹤0.01%
305
-70
3971
$6K ﹤0.01%
375
3972
$6K ﹤0.01%
56
+9
3973
$6K ﹤0.01%
500
-2,250
3974
$6K ﹤0.01%
316
3975
$6K ﹤0.01%
1,109