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
5151
$1K ﹤0.01%
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5152
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5153
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5154
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5157
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5158
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5159
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5160
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5161
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5170
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+33
5172
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70
-2,271
5173
0
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5175
$1K ﹤0.01%
108