We are live on ! Find out more
LTFS

Ladenburg Thalmann Financial Services Portfolio holdings

AUM $15.9B
1-Year Est. Return 25.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,660
New
Increased
Reduced
Closed

Top Buys

1 +$86.6M
2 +$67.7M
3 +$34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$33.5M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$30.8M

Sector Composition

1 Technology 7.18%
2 Financials 5.73%
3 Industrials 4.41%
4 Healthcare 3.94%
5 Consumer Discretionary 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4301
$10K ﹤0.01%
324
-964
4302
$10K ﹤0.01%
750
4303
$10K ﹤0.01%
341
+68
4304
$10K ﹤0.01%
368
+80
4305
$10K ﹤0.01%
420
4306
$10K ﹤0.01%
142
-3,257
4307
$10K ﹤0.01%
133
-67
4308
$10K ﹤0.01%
+412
4309
$10K ﹤0.01%
+675
4310
$10K ﹤0.01%
+300
4311
$10K ﹤0.01%
1,262
+1
4312
$10K ﹤0.01%
566
+22
4313
$10K ﹤0.01%
370
-26
4314
$10K ﹤0.01%
+200
4315
$10K ﹤0.01%
114
-7,457
4316
$9K ﹤0.01%
620
4317
$9K ﹤0.01%
+500
4318
$9K ﹤0.01%
138
-1,988
4319
$9K ﹤0.01%
4,000
4320
$9K ﹤0.01%
205
4321
$9K ﹤0.01%
417
-74
4322
$9K ﹤0.01%
519
-4,349
4323
$9K ﹤0.01%
1,118
+75
4324
$9K ﹤0.01%
387
+250
4325
$9K ﹤0.01%
300
-4,150