AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.84B
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,608
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$62.5M
3 +$37.3M
4
LKQ icon
LKQ Corp
LKQ
+$31M
5
CRM icon
Salesforce
CRM
+$14.4M

Top Sells

1 +$237M
2 +$133M
3 +$75.6M
4
FWRD icon
Forward Air
FWRD
+$37.8M
5
AMZN icon
Amazon
AMZN
+$28.9M

Sector Composition

1 Technology 15.89%
2 Industrials 12.63%
3 Consumer Discretionary 11.04%
4 Financials 9.22%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HE icon
1551
Hawaiian Electric Industries
HE
$2.55B
$16.1K ﹤0.01%
+1,307
DRIV icon
1552
Global X Autonomous & Electric Vehicles ETF
DRIV
$340M
$16K ﹤0.01%
541
VCLT icon
1553
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.68B
$15.9K ﹤0.01%
+210
QTEC icon
1554
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.83B
$15.9K ﹤0.01%
69
NUKZ icon
1555
Range Nuclear Renaissance Index ETF
NUKZ
$836M
$15.9K ﹤0.01%
250
COO icon
1556
Cooper Companies
COO
$14.5B
$15.8K ﹤0.01%
193
+174
ALAB icon
1557
Astera Labs
ALAB
$19.9B
$15.8K ﹤0.01%
95
GMED icon
1558
Globus Medical
GMED
$11.7B
$15.8K ﹤0.01%
+181
FMC icon
1559
FMC
FMC
$1.72B
$15.8K ﹤0.01%
+1,136
CAVA icon
1560
CAVA Group
CAVA
$9.31B
$15.7K ﹤0.01%
268
+2
TDOC icon
1561
Teladoc Health
TDOC
$989M
$15.7K ﹤0.01%
+2,242
MIG icon
1562
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$18.4M
$15.6K ﹤0.01%
724
+3
TKO icon
1563
TKO Group
TKO
$16B
$15.3K ﹤0.01%
+73
JCPI icon
1564
JPMorgan Inflation Managed Bond ETF
JCPI
$792M
$15.2K ﹤0.01%
315
GATX icon
1565
GATX Corp
GATX
$6.2B
$15.1K ﹤0.01%
+89
LBTYK icon
1566
Liberty Global Class C
LBTYK
$4.09B
$15.1K ﹤0.01%
1,367
XMHQ icon
1567
Invesco S&P MidCap Quality ETF
XMHQ
$5.13B
$15.1K ﹤0.01%
147
CACC icon
1568
Credit Acceptance
CACC
$5.36B
$15.1K ﹤0.01%
+34
ALGN icon
1569
Align Technology
ALGN
$12.1B
$15K ﹤0.01%
+96
JBHT icon
1570
JB Hunt Transport Services
JBHT
$20.4B
$15K ﹤0.01%
+77
EXC icon
1571
Exelon
EXC
$50.2B
$15K ﹤0.01%
343
+274
UVE icon
1572
Universal Insurance Holdings
UVE
$960M
$14.9K ﹤0.01%
441
CNXC icon
1573
Concentrix
CNXC
$1.98B
$14.9K ﹤0.01%
+358
HACK icon
1574
Amplify Cybersecurity ETF
HACK
$1.96B
$14.9K ﹤0.01%
185
GLOB icon
1575
Globant
GLOB
$2.09B
$14.8K ﹤0.01%
227
+208