KA
Kovack Advisors Portfolio holdings
AUM
$1.02B
This Quarter Return
+1.84%
1 Year Return
+22.12%
3 Year Return
+92.97%
5 Year Return
+146.3%
10 Year Return
+325.93%
AUM
$210M
AUM Growth
+$210M
(+2.5%)
Cap. Flow
+$3.21M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
35.25%
Holding
317
New
61
Increased
96
Reduced
84
Closed
60
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.8M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
$7.41M |
| 3 |
Apple
AAPL
|
$4.9M |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$2.56M |
| 5 |
Amazon
AMZN
|
$1.63M |
Top Sells
Sector Composition
| 1 | Technology | 12% |
| 2 | Communication Services | 6.55% |
| 3 | Healthcare | 5.86% |
| 4 | Consumer Discretionary | 4.94% |
| 5 | Consumer Staples | 4.55% |