Ladenburg Growth & Income A (LOWAX) - Allocation--50% to 70% Equity fund with $87.35 Million in assets. The fund allocates 86.52% 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 14.18% of total assets. This is followed by SCHW-US L/C GRW (13.13%) and JPM-HDG EQTY-I (10.48%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| SCHWAB US LG VAL | 14.18% | - | - |
| SCHW-US L/C GRW | 13.13% | - | - |
| JPM-HDG EQTY-I | 10.48% | - | - |
| ISHARES 20+ YEAR | 9.08% | - | - |
| INVESCO TOTAL RE | 6.88% | - | - |
| VANGUARD INTERME | 6.91% | - | - |
| PIMCO ACTIVE BON | 9.89% | - | - |
| SPDR DBL TR ETF | 5.90% | - | - |
| VANGUARD M/C GRW | 5.06% | - | - |
| PACER CASH COW | 5.01% | - | - |
| JPM HG EQ ETF | 9.92% | - | - |
| AVANTIS US S/C | 6.34% | - | - |
| INVESCO SP SMAL | 5.29% | - | - |
| WISDOMTREE U.S. | 5.24% | - | - |
| SS DL TR TACTIC | 7.91% | - | - |
| FMR-ENH INTL | 10.01% | - | - |
| FIRST TRUST GLOBAL TACTIC | 5.69% | - | - |
| ISHARES RUSSELL | 5.18% | - | - |