KA
Kovack Advisors Portfolio holdings
AUM
$1.02B
1-Year Return
22.12%
This Quarter Return
+0.13%
1 Year Return
+22.12%
3 Year Return
+92.97%
5 Year Return
+146.3%
10 Year Return
+325.93%
AUM
$919M
AUM Growth
+$41.6M
(+4.7%)
Cap. Flow
+$49.4M
Cap. Flow
% of AUM
5.38%
Top 10 Holdings %
Top 10 Hldgs %
21.25%
Holding
748
New
75
Increased
351
Reduced
200
Closed
66
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.84M |
| 2 |
ProShares Short S&P500
SH
|
$2.21M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$2.1M |
| 4 |
Amazon
AMZN
|
$1.89M |
| 5 |
Apple
AAPL
|
$1.48M |
Top Sells
| 1 |
Idexx Laboratories
IDXX
|
$1.39M |
| 2 |
Cleveland-Cliffs
CLF
|
$1.38M |
| 3 |
Adtran
ADTN
|
$1.23M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.21M |
| 5 |
Vanguard Value ETF
VTV
|
$1M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Consumer Discretionary | 8.37% |
| 3 | Healthcare | 5.29% |
| 4 | Financials | 5.25% |
| 5 | Communication Services | 4.66% |
