Ladenburg Income Fund Class I (LNCIX) - Allocation--15% to 30% Equity fund with $9.61 Million in assets. The fund allocates 105.57% 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 VANGUARD INTERME at 17.97% of total assets. This is followed by SPDR DBL TR ETF (15.15%) and PIMCO ACTIVE BON (21.98%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| VANGUARD INTERME | 17.97% | - | - |
| SPDR DBL TR ETF | 15.15% | - | - |
| PIMCO ACTIVE BON | 21.98% | - | - |
| INVESCO TOTAL RE | 13.13% | - | - |
| ISHARES 20+ YEAR | 10.22% | - | - |
| SCHWAB US LG VAL | 9.02% | - | - |
| JPM-HDG EQTY-I | 7.62% | - | - |
| SCHW-US L/C GRW | 6.01% | - | - |
| FRST AM-GV OB-X | 2.33% | - | - |
| VANGUARD M/C GRW | 2.14% | - | - |
| JPM HG EQ ETF | 4.17% | - | - |
| PACER CASH COW | 1.88% | - | - |
| INVESCO SP SMAL | 2.14% | - | - |
| ISHARES RUSSELL | 2.09% | - | - |
| AVANTIS US S/C | 2.13% | - | - |
| SS DL TR TACTIC | 14.98% | - | - |
| FMR-ENH INTL | 3.20% | - | - |