KA

Kovack Advisors Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.3M
3
+$2.9M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.88M
5
ADTN icon
Adtran
ADTN
+$1.75M

Top Sells

1
+$6.2M
2
+$3.19M
3
+$2.27M
4
AMAT icon
Applied Materials
AMAT
+$1.79M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.59M

Sector Composition

1 Technology 19.97%
2 Consumer Discretionary 7.05%
3 Financials 6.18%
4 Healthcare 4.81%
5 Energy 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
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