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
4001
$6K ﹤0.01%
850
4002
$6K ﹤0.01%
300
4003
$6K ﹤0.01%
340
-358
4004
$6K ﹤0.01%
600
4005
$6K ﹤0.01%
999
4006
$6K ﹤0.01%
+560
4007
$6K ﹤0.01%
781
4008
$6K ﹤0.01%
200
4009
$6K ﹤0.01%
101
4010
$6K ﹤0.01%
240
-120
4011
$6K ﹤0.01%
77
4012
$6K ﹤0.01%
+24
4013
$5K ﹤0.01%
1
4014
$5K ﹤0.01%
232
4015
$5K ﹤0.01%
900
4016
$5K ﹤0.01%
156
+5
4017
$5K ﹤0.01%
500
4018
$5K ﹤0.01%
1,150
+1,000
4019
$5K ﹤0.01%
844
-216
4020
$5K ﹤0.01%
1,000
-555
4021
$5K ﹤0.01%
137
4022
$5K ﹤0.01%
250
4023
$5K ﹤0.01%
2,000
4024
$5K ﹤0.01%
302
4025
$5K ﹤0.01%
143