KA
Kovack Advisors Portfolio holdings
AUM
$1.02B
1-Year Return
22.12%
This Quarter Return
+4.7%
1 Year Return
+22.12%
3 Year Return
+92.97%
5 Year Return
+146.3%
10 Year Return
+325.93%
AUM
$1.02B
AUM Growth
+$74.8M
(+7.9%)
Cap. Flow
+$46.8M
Cap. Flow
% of AUM
4.59%
Top 10 Holdings %
Top 10 Hldgs %
32.41%
Holding
646
New
60
Increased
318
Reduced
205
Closed
35
Top Buys
| 1 |
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
|
$10.9M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$7.73M |
| 3 |
Apple
AAPL
|
$4.8M |
| 4 |
Fidelity Fundamental Large Cap Core ETF
FFLC
|
$4.18M |
| 5 |
NVIDIA
NVDA
|
$3.4M |
Top Sells
Sector Composition
| 1 | Technology | 21.54% |
| 2 | Consumer Discretionary | 6.14% |
| 3 | Financials | 5.77% |
| 4 | Communication Services | 4.6% |
| 5 | Industrials | 4.43% |
