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
$4.69B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,709
New
Increased
Reduced
Closed

Top Buys

1
+$49.4M
2
+$28M
3
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

1
+$27.6M
2
+$20.8M
3
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

1 Industrials 13.78%
2 Technology 12.98%
3 Consumer Discretionary 11.23%
4 Financials 8.08%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
551
Dominion Energy
D
$58.8B
$388K 0.01%
6,270
SNPS icon
552
Synopsys
SNPS
$89B
$388K 0.01%
977
-3
XLF icon
553
State Street Financial Select Sector SPDR ETF
XLF
$50.5B
$384K 0.01%
7,778
+4
IRTC icon
554
iRhythm Holdings
IRTC
$3.55B
$381K 0.01%
3,230
ICE icon
555
Intercontinental Exchange
ICE
$80B
$379K 0.01%
2,412
IGIB icon
556
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.9B
$374K 0.01%
7,021
-668
HAP icon
557
VanEck Natural Resources ETF
HAP
$328M
$373K 0.01%
5,141
EQIX icon
558
Equinix
EQIX
$107B
$371K 0.01%
378
-3
C icon
559
Citigroup
C
$226B
$369K 0.01%
3,255
+744
IWS icon
560
iShares Russell Mid-Cap Value ETF
IWS
$15.1B
$368K 0.01%
2,528
GBTC icon
561
Grayscale Bitcoin Trust
GBTC
$9.08B
$368K 0.01%
6,970
-81
BTC
562
Grayscale Bitcoin Mini Trust ETF
BTC
$3.2B
$367K 0.01%
12,252
ULBI icon
563
Ultralife
ULBI
$111M
$366K 0.01%
56,169
+10,020
KR icon
564
Kroger
KR
$39.2B
$365K 0.01%
5,047
-24
VMC icon
565
Vulcan Materials
VMC
$36.5B
$364K 0.01%
1,336
+36
VONG icon
566
Vanguard Russell 1000 Growth ETF
VONG
$43.6B
$359K 0.01%
3,275
-1,219
SURE icon
567
AdvisorShares Insider Advantage ETF
SURE
$53.6M
$357K 0.01%
2,810
BCI icon
568
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.45B
$357K 0.01%
14,700
IBDR icon
569
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.6B
$355K 0.01%
14,661
+1
NVS icon
570
Novartis
NVS
$285B
$353K 0.01%
2,310
+49
OPRX icon
571
OptimizeRx
OPRX
$95.9M
$349K 0.01%
+55,637
HBB icon
572
Hamilton Beach Brands
HBB
$263M
$345K 0.01%
18,203
+16,275
IJK icon
573
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$341K 0.01%
3,385
LLYVK icon
574
Liberty Live Group Series C
LLYVK
$8.59B
$340K 0.01%
3,613
FMNB icon
575
Farmers National Banc Corp
FMNB
$840M
$338K 0.01%
25,719
+16,008
21 22
23
24 25