Ladenburg Growth Fund Class I (LGWIX) - Allocation--70% to 85% Equity fund with $137.30 Million in assets. The fund allocates 101.37% 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 26.07% of total assets. This is followed by SCHW-US L/C GRW (23.32%) and JPM-HDG EQTY-I (10.04%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| SCHWAB US LG VAL | 26.07% | - | - |
| SCHW-US L/C GRW | 23.32% | - | - |
| JPM-HDG EQTY-I | 10.04% | - | - |
| VANGUARD M/C GRW | 8.74% | - | - |
| PACER CASH COW | 9.23% | - | - |
| SCHWAB US SMALL | 6.46% | - | - |
| ISHARES 20+ YEAR | 5.86% | - | - |
| INVESCO TOTAL RE | 4.86% | - | - |
| VANGUARD INTERME | 3.88% | - | - |
| FRST AM-GV OB-X | 2.91% | - | - |
| JPM HG EQ ETF | 9.96% | - | - |
| AVANTIS US S/C | 7.02% | - | - |
| ISHARES RUSSELL | 5.85% | - | - |
| INVESCO SP SMAL | 5.02% | - | - |
| PIMCO ACTIVE BON | 3.90% | - | - |
| WISDOMTREE U.S. | 8.95% | - | - |