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
3976
$6K ﹤0.01%
305
-70
3977
$6K ﹤0.01%
375
3978
$6K ﹤0.01%
56
+9
3979
$6K ﹤0.01%
500
-2,250
3980
$6K ﹤0.01%
316
3981
$6K ﹤0.01%
1,109
3982
$6K ﹤0.01%
335
-1,000
3983
$6K ﹤0.01%
324
+31
3984
0
3985
$6K ﹤0.01%
600
-1,000
3986
$6K ﹤0.01%
364
-2
3987
$6K ﹤0.01%
288
-1,420
3988
$6K ﹤0.01%
8
3989
$6K ﹤0.01%
167
3990
$6K ﹤0.01%
400
3991
$6K ﹤0.01%
400
3992
$6K ﹤0.01%
282
+34
3993
$6K ﹤0.01%
196
-869
3994
$6K ﹤0.01%
875
3995
$6K ﹤0.01%
685
3996
$6K ﹤0.01%
745
3997
$6K ﹤0.01%
510
3998
$6K ﹤0.01%
455
-30
3999
$6K ﹤0.01%
+341
4000
$6K ﹤0.01%
120
-349