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
$13.8B
AUM Growth
+$745M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,637
New
Increased
Reduced
Closed

Top Sells

1 +$34.9M
2 +$20.3M
3 +$18.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.7M
5
MSFT icon
Microsoft
MSFT
+$17M

Sector Composition

1 Technology 7.03%
2 Financials 5.66%
3 Industrials 4.07%
4 Consumer Discretionary 3.92%
5 Healthcare 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4676
$5K ﹤0.01%
300
4677
$5K ﹤0.01%
48
4678
$5K ﹤0.01%
430
4679
$5K ﹤0.01%
+77
4680
$5K ﹤0.01%
261
-6
4681
$5K ﹤0.01%
280
+5
4682
$5K ﹤0.01%
84
4683
$5K ﹤0.01%
70
4684
$5K ﹤0.01%
+160
4685
$5K ﹤0.01%
373
+14
4686
$5K ﹤0.01%
448
+57
4687
$5K ﹤0.01%
31
4688
$5K ﹤0.01%
234
4689
$5K ﹤0.01%
123
4690
$5K ﹤0.01%
126
-80
4691
$5K ﹤0.01%
+200
4692
$5K ﹤0.01%
96
4693
$5K ﹤0.01%
167
4694
$5K ﹤0.01%
1,370
4695
$5K ﹤0.01%
109
+17
4696
$5K ﹤0.01%
2
4697
$5K ﹤0.01%
+1
4698
$5K ﹤0.01%
+100
4699
$5K ﹤0.01%
135
+2
4700
$5K ﹤0.01%
1,475
+330