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
$10.7B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,253
New
Increased
Reduced
Closed

Top Buys

1 +$577K
2 +$105K
3 +$85.3K
4
DOG icon
ProShares Short Dow30
DOG
+$78.7K
5
SITC icon
SITE Centers
SITC
+$78K

Sector Composition

1 Technology 6.24%
2 Financials 5.95%
3 Industrials 4.72%
4 Healthcare 3.63%
5 Consumer Staples 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$259K ﹤0.01%
23,845
2027
$259K ﹤0.01%
14,674
2028
$259K ﹤0.01%
474
2029
$259K ﹤0.01%
14,030
2030
$259K ﹤0.01%
184,804
2031
$258K ﹤0.01%
5,252
2032
$258K ﹤0.01%
8,442
2033
$258K ﹤0.01%
31,406
2034
$257K ﹤0.01%
22,129
2035
$257K ﹤0.01%
21,595
2036
$257K ﹤0.01%
59,402
2037
$256K ﹤0.01%
2,124
2038
$256K ﹤0.01%
8,021
2039
$256K ﹤0.01%
3,993
2040
$256K ﹤0.01%
12,542
2041
$255K ﹤0.01%
17,295
2042
$255K ﹤0.01%
2,999
2043
$255K ﹤0.01%
4,253
2044
$255K ﹤0.01%
12,638
2045
$255K ﹤0.01%
5,177
2046
$254K ﹤0.01%
10,260
2047
$254K ﹤0.01%
4,679
2048
$254K ﹤0.01%
3,226
2049
$253K ﹤0.01%
6,397
2050
$253K ﹤0.01%
20,045