KA

Kovack Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 22.12%
This Quarter Est. Return
1 Year Est. Return
+22.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$2.17M
3 +$1.48M
4
IAU icon
iShares Gold Trust
IAU
+$887K
5
AAPL icon
Apple
AAPL
+$535K

Sector Composition

1 Technology 10.63%
2 Healthcare 5.6%
3 Communication Services 5.28%
4 Consumer Staples 5.18%
5 Financials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
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227
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228
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230
-102,000
231
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232
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