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
$12B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,660
New
Increased
Reduced
Closed

Top Buys

1 +$89.1M
2 +$69.3M
3 +$34M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$33.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$30.8M

Sector Composition

1 Technology 7.19%
2 Financials 5.72%
3 Industrials 4.4%
4 Healthcare 3.94%
5 Consumer Discretionary 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4501
$6K ﹤0.01%
+152
4502
$6K ﹤0.01%
+163
4503
$6K ﹤0.01%
1,177
+777
4504
$6K ﹤0.01%
200
4505
$6K ﹤0.01%
244
-390
4506
$6K ﹤0.01%
17
4507
$6K ﹤0.01%
187
-27
4508
$6K ﹤0.01%
328
+4
4509
$6K ﹤0.01%
300
+171
4510
$6K ﹤0.01%
370
+119
4511
$6K ﹤0.01%
813
4512
$6K ﹤0.01%
100
-18
4513
$6K ﹤0.01%
226
-92
4514
$6K ﹤0.01%
275
+100
4515
$6K ﹤0.01%
+1,390
4516
$6K ﹤0.01%
80
4517
$6K ﹤0.01%
94
4518
$6K ﹤0.01%
124
-1,435
4519
$6K ﹤0.01%
+260
4520
$6K ﹤0.01%
319
-889
4521
$6K ﹤0.01%
525
4522
$6K ﹤0.01%
+500
4523
$6K ﹤0.01%
28
4524
$6K ﹤0.01%
7,000
+6,552
4525
$6K ﹤0.01%
23
-334