AA

Ancora Advisors Portfolio holdings

AUM $4.69B
1-Year Est. Return 19.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.06%
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 12.87%
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
ZWS icon
1551
Zurn Elkay Water Solutions
ZWS
$7.91B
$16.1K ﹤0.01%
346
HE icon
1552
Hawaiian Electric Industries
HE
$2.3B
$16.1K ﹤0.01%
+1,307
DRIV icon
1553
Global X Autonomous & Electric Vehicles ETF
DRIV
$482M
$16K ﹤0.01%
541
VCLT icon
1554
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.79B
$15.9K ﹤0.01%
+210
QTEC icon
1555
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.8B
$15.9K ﹤0.01%
69
NUKZ icon
1556
Range Nuclear Renaissance Index ETF
NUKZ
$890M
$15.9K ﹤0.01%
250
COO icon
1557
Cooper Companies
COO
$12.2B
$15.8K ﹤0.01%
193
+174
ALAB icon
1558
Astera Labs
ALAB
$61.5B
$15.8K ﹤0.01%
95
GMED icon
1559
Globus Medical
GMED
$10.8B
$15.8K ﹤0.01%
+181
FMC icon
1560
FMC
FMC
$1.52B
$15.8K ﹤0.01%
+1,136
CAVA icon
1561
CAVA Group
CAVA
$8.37B
$15.7K ﹤0.01%
268
+2
TDOC icon
1562
Teladoc Health
TDOC
$1.31B
$15.7K ﹤0.01%
+2,242
MIG icon
1563
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$19.1M
$15.6K ﹤0.01%
724
+3
TKO icon
1564
TKO Group
TKO
$15.1B
$15.3K ﹤0.01%
+73
JCPI icon
1565
JPMorgan Inflation Managed Bond ETF
JCPI
$841M
$15.2K ﹤0.01%
315
GATX icon
1566
GATX Corp
GATX
$6.15B
$15.1K ﹤0.01%
+89
LBTYK icon
1567
Liberty Global Class C
LBTYK
$3.82B
$15.1K ﹤0.01%
1,367
XMHQ icon
1568
Invesco S&P MidCap Quality ETF
XMHQ
$5.44B
$15.1K ﹤0.01%
147
CACC icon
1569
Credit Acceptance
CACC
$5.72B
$15.1K ﹤0.01%
+34
ALGN icon
1570
Align Technology
ALGN
$11.9B
$15K ﹤0.01%
+96
JBHT icon
1571
JB Hunt Transport Services
JBHT
$26.7B
$15K ﹤0.01%
+77
EXC icon
1572
Exelon
EXC
$45.5B
$15K ﹤0.01%
343
+274
UVE icon
1573
Universal Insurance Holdings
UVE
$995M
$14.9K ﹤0.01%
441
CNXC icon
1574
Concentrix
CNXC
$1.76B
$14.9K ﹤0.01%
+358
HACK icon
1575
Amplify Cybersecurity ETF
HACK
$2.51B
$14.9K ﹤0.01%
185