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
4001
$6K ﹤0.01%
999
4002
$6K ﹤0.01%
+560
4003
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781
4004
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4005
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4006
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4007
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4008
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4009
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-375
4010
$6K ﹤0.01%
680
4011
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84
-20
4012
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4013
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4014
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4015
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4016
$5K ﹤0.01%
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4017
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4018
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+2
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127
+11
4020
$5K ﹤0.01%
1,000
4021
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400
4022
$5K ﹤0.01%
563
+43
4023
$5K ﹤0.01%
68
4024
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200
4025
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200