Ladenburg Aggressive Growth Fund Class A (LAWAX) - Allocation--85%+ Equity fund with $20.35 Million in assets. The fund allocates 100.17% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is SCHWAB US LG VAL at 26.76% of total assets. This is followed by SCHW-US L/C GRW (23.41%) and VANGUARD M/C GRW (10.76%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| SCHWAB US LG VAL | 26.76% | - | - |
| SCHW-US L/C GRW | 23.41% | - | - |
| VANGUARD M/C GRW | 10.76% | - | - |
| PACER CASH COW | 11.16% | - | - |
| SCHWAB US SMALL | 9.67% | - | - |
| JPM-HDG EQTY-I | 8.16% | - | - |
| ISHARES 20+ YEAR | 2.99% | - | - |
| VANGUARD INTERME | 1.94% | - | - |
| INVESCO TOTAL RE | 1.96% | - | - |
| FRST AM-GV OB-X | 3.36% | - | - |
| JPM HG EQ ETF | 2.93% | - | - |
| ISHARES RUSSELL | 8.75% | - | - |
| AVANTIS US S/C | 8.16% | - | - |
| INVESCO SP SMAL | 6.86% | - | - |
| WISDOMTREE U.S. | 10.97% | - | - |
| FMR-ENH INTL | 5.01% | - | - |