KA

Kovack Advisors Portfolio holdings

AUM $1.06B
1-Year Est. Return 26.59%
This Quarter Est. Return
1 Year Est. Return
+26.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$945M
AUM Growth
-$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$3.73M
3
+$3.57M
4
ENB icon
Enbridge
ENB
+$2.36M
5
PSQ icon
ProShares Short QQQ
PSQ
+$2.23M

Top Sells

1
+$12.4M
2
+$3.94M
3
+$3.3M
4
NVDA icon
NVIDIA
NVDA
+$3.23M
5
AAPL icon
Apple
AAPL
+$3.06M

Sector Composition

1 Technology 19.14%
2 Financials 6.12%
3 Consumer Discretionary 5.05%
4 Healthcare 4.58%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$157K 0.02%
13,140
+25
552
$152K 0.02%
24,277
+743
553
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15,406
554
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555
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556
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557
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560
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561
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562
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563
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564
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567
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569
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572
$61.4K 0.01%
21,465
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573
$61K 0.01%
12,433
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574
$49K 0.01%
10,000
+1,750
575
$16.6K ﹤0.01%
10,000
-1
21 22
23
24 25