Ladenburg Income & Growth A (LNOAX) - Allocation--30% to 50% Equity fund with $28.77 Million in assets. The fund allocates 95.16% 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 10.14% of total assets. This is followed by SCHW-US L/C GRW (9.09%) and PIMCO ACTIVE BON (17.81%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| SCHWAB US LG VAL | 10.14% | - | - |
| SCHW-US L/C GRW | 9.09% | - | - |
| PIMCO ACTIVE BON | 17.81% | - | - |
| INVESCO TOTAL RE | 10.82% | - | - |
| VANGUARD INTERME | 10.87% | - | - |
| SPDR DBL TR ETF | 9.75% | - | - |
| JPM-HDG EQTY-I | 9.43% | - | - |
| ISHARES 20+ YEAR | 9.14% | - | - |
| VANGUARD M/C GRW | 4.15% | - | - |
| PACER CASH COW | 3.96% | - | - |
| JPM HG EQ ETF | 3.94% | - | - |
| AVANTIS US S/C | 4.18% | - | - |
| ISHARES RUSSELL | 3.14% | - | - |
| WISDOMTREE U.S. | 4.02% | - | - |
| SS DL TR TACTIC | 11.87% | - | - |
| FMR-ENH INTL | 7.01% | - | - |
| FIRST TRUST GLOBAL TACTIC | 5.69% | - | - |
| INVESCO SP SMAL | 3.18% | - | - |