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
$4.99B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$47.9M
3
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

1
+$87.2M
2
+$37.8M
3
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

1 Industrials 18.32%
2 Technology 13.65%
3 Consumer Discretionary 13.2%
4 Financials 8.77%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTWO icon
576
Vanguard Russell 2000 ETF
VTWO
$14.1B
$375K 0.01%
3,835
+13
ICE icon
577
Intercontinental Exchange
ICE
$91B
$372K 0.01%
2,210
SLNG icon
578
Stabilis Solutions
SLNG
$68.8M
$370K 0.01%
84,849
+20,718
STE icon
579
Steris
STE
$21.8B
$368K 0.01%
1,489
-127
BTC
580
Grayscale Bitcoin Mini Trust ETF
BTC
$3.06B
$368K 0.01%
7,262
+1,466
IBDU icon
581
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.67B
$364K 0.01%
15,505
-1,276
INTC icon
582
Intel
INTC
$234B
$358K 0.01%
10,668
+2,722
IWS icon
583
iShares Russell Mid-Cap Value ETF
IWS
$14.6B
$353K 0.01%
2,528
MLPX icon
584
Global X MLP & Energy Infrastructure ETF
MLPX
$3.17B
$352K 0.01%
5,606
LLYVK icon
585
Liberty Live Group Series C
LLYVK
$9.23B
$350K 0.01%
3,613
CRVS icon
586
Corvus Pharmaceuticals
CRVS
$1.41B
$349K 0.01%
47,290
+4,183
SURE icon
587
AdvisorShares Insider Advantage ETF
SURE
$49.3M
$348K 0.01%
2,810
FLL icon
588
Full House Resorts
FLL
$97.5M
$346K 0.01%
107,810
+19,150
TPG icon
589
TPG
TPG
$6.77B
$345K 0.01%
6,000
CON
590
Concentra Group Holdings
CON
$2.89B
$339K 0.01%
+16,210
IBIT icon
591
iShares Bitcoin Trust
IBIT
$54.4B
$339K 0.01%
5,217
+935
STEW
592
SRH Total Return Fund
STEW
$1.68B
$336K 0.01%
18,481
-1,100
VTEB icon
593
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.6B
$330K 0.01%
6,582
-138
AVDV icon
594
Avantis International Small Cap Value ETF
AVDV
$17.6B
$328K 0.01%
3,685
LECO icon
595
Lincoln Electric
LECO
$14.6B
$328K 0.01%
1,391
-128
VRTX icon
596
Vertex Pharmaceuticals
VRTX
$127B
$328K 0.01%
837
+1
ASYS icon
597
Amtech Systems
ASYS
$189M
$326K 0.01%
35,247
-75,775
VONG icon
598
Vanguard Russell 1000 Growth ETF
VONG
$38.8B
$326K 0.01%
2,707
-44
IJK icon
599
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.58B
$325K 0.01%
3,385
-9
HCKT icon
600
Hackett Group
HCKT
$357M
$323K 0.01%
16,993
-17,561
22 23
24
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