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
$160M
AUM Growth
+$8.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$1.62M
3
+$898K
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$873K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$824K

Top Sells

1
+$4.02M
2
+$2.35M
3
+$1.32M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$961K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$706K

Sector Composition

1 Technology 10.83%
2 Communication Services 5.92%
3 Healthcare 5.46%
4 Consumer Staples 5.21%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
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