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
4601
$1K ﹤0.01%
23
4602
$1K ﹤0.01%
2,550
4603
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100
4604
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+1,000
4605
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-24
4606
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4607
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500
4608
$1K ﹤0.01%
65
+17
4609
$1K ﹤0.01%
5,082
+82
4610
$1K ﹤0.01%
+51
4611
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8
4612
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3
4613
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188
4614
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4615
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4616
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900
4617
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4618
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10
4619
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4620
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4621
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+200
4622
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100
4623
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300
4624
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46
+1
4625
$1K ﹤0.01%
125