KA
Kovack Advisors Portfolio holdings
AUM
$1.02B
1-Year Return
22.12%
This Quarter Return
+9.35%
1 Year Return
+22.12%
3 Year Return
+92.97%
5 Year Return
+146.3%
10 Year Return
+325.93%
AUM
$1.03B
AUM Growth
+$114M
(+12%)
Cap. Flow
+$46.3M
Cap. Flow
% of AUM
4.48%
Top 10 Holdings %
Top 10 Hldgs %
25.92%
Holding
768
New
86
Increased
308
Reduced
258
Closed
75
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$56.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
$7.47M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$6.05M |
| 4 |
SPDR S&P Semiconductor ETF
XSD
|
$3.82M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$3.69M |
Top Sells
Sector Composition
| 1 | Technology | 20.08% |
| 2 | Consumer Discretionary | 7.79% |
| 3 | Financials | 4.92% |
| 4 | Healthcare | 4.83% |
| 5 | Communication Services | 4.03% |
