KA
Kovack Advisors Portfolio holdings
AUM
$1.02B
This Quarter Return
+5.67%
1 Year Return
+22.12%
3 Year Return
+92.97%
5 Year Return
+146.3%
10 Year Return
+325.93%
AUM
$188M
AUM Growth
+$28.5M
(+18%)
Cap. Flow
+$26.5M
Cap. Flow
% of AUM
14.07%
Top 10 Holdings %
Top 10 Hldgs %
30.92%
Holding
281
New
54
Increased
103
Reduced
72
Closed
25
Top Buys
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.79M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.16M |
| 3 |
Mattel
MAT
|
$822K |
| 4 |
Amazon
AMZN
|
$745K |
| 5 |
iShares US Transportation ETF
IYT
|
$661K |
Sector Composition
| 1 | Technology | 9.26% |
| 2 | Communication Services | 5.35% |
| 3 | Healthcare | 5.25% |
| 4 | Consumer Staples | 4.76% |
| 5 | Financials | 3.58% |
