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
$188M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$6.97M
2
+$5.28M
3
+$2.54M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.47M
5
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$1.77M

Top Sells

1
+$1.79M
2
+$1.16M
3
+$822K
4
AMZN icon
Amazon
AMZN
+$745K
5
IYT icon
iShares US Transportation ETF
IYT
+$661K

Sector Composition

1 Technology 9.26%
2 Communication Services 5.35%
3 Healthcare 5.25%
4 Consumer Staples 4.76%
5 Financials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.19%
5,080
+2,201
127
$349K 0.19%
44,674
+7,925
128
$348K 0.18%
1,936
+27
129
$346K 0.18%
+6,000
130
$336K 0.18%
6,586
+2
131
$334K 0.18%
3,788
+372
132
$332K 0.18%
21,890
+153
133
$331K 0.18%
+3,937
134
$331K 0.18%
8,294
-1,235
135
$328K 0.17%
5,177
-1,072
136
$323K 0.17%
7,896
-2,098
137
$323K 0.17%
+6,035
138
$320K 0.17%
3,795
+694
139
$320K 0.17%
17,933
+7,249
140
$319K 0.17%
5,800
-320
141
$318K 0.17%
9,005
+2,707
142
$317K 0.17%
16,442
-124
143
$317K 0.17%
9,497
-357
144
$312K 0.17%
2,246
+127
145
$311K 0.17%
4,895
-288
146
$308K 0.16%
3,027
-853
147
$306K 0.16%
2,466
148
$305K 0.16%
3,444
+850
149
$303K 0.16%
5,328
150
$301K 0.16%
3,510
4 5
6
7 8