KA

Kovack Advisors Portfolio holdings

AUM $1.02B
1-Year Est. Return 22.12%
This Quarter Est. Return
1 Year Est. Return
+22.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$3.72M
2 +$3.25M
3 +$2.01M
4
CVX icon
Chevron
CVX
+$1.8M
5
DOC icon
Healthpeak Properties
DOC
+$815K

Sector Composition

1 Technology 12.73%
2 Communication Services 6.39%
3 Healthcare 6.24%
4 Energy 5.49%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-17,679
202
-4,946
203
-42
204
-3,443
205
-1,906