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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
4526
$6K ﹤0.01%
244
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4527
$6K ﹤0.01%
17
4528
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328
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4530
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94
4531
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4532
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300
4533
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4534
$6K ﹤0.01%
242
+42
4535
$6K ﹤0.01%
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4536
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4537
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4538
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4539
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363
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4540
$6K ﹤0.01%
345
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4541
$6K ﹤0.01%
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4542
$6K ﹤0.01%
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4543
$6K ﹤0.01%
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4544
$6K ﹤0.01%
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4545
$6K ﹤0.01%
675
4546
$6K ﹤0.01%
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-12
4547
$6K ﹤0.01%
+243
4548
$6K ﹤0.01%
500
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4549
$6K ﹤0.01%
+700
4550
$6K ﹤0.01%
520
-81