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
D icon
576
Dominion Energy
D
$57.6B
$367K 0.01%
6,270
-946
CRVS icon
577
Corvus Pharmaceuticals
CRVS
$975M
$367K 0.01%
47,667
+377
INBK icon
578
First Internet Bancorp
INBK
$213M
$365K 0.01%
17,474
-33,234
YETI icon
579
Yeti Holdings
YETI
$3.5B
$361K 0.01%
+8,167
THRY icon
580
Thryv Holdings
THRY
$161M
$361K 0.01%
59,623
-60,518
SURE icon
581
AdvisorShares Insider Advantage ETF
SURE
$54.1M
$358K 0.01%
2,810
ITRN icon
582
Ituran Location and Control
ITRN
$1.31B
$358K 0.01%
8,318
-10,149
IWS icon
583
iShares Russell Mid-Cap Value ETF
IWS
$15.4B
$357K 0.01%
2,528
IBDR icon
584
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.6B
$355K 0.01%
14,660
+2,684
AVDV icon
585
Avantis International Small Cap Value ETF
AVDV
$19.6B
$346K 0.01%
3,685
STEW
586
SRH Total Return Fund
STEW
$1.66B
$343K 0.01%
18,481
FCX icon
587
Freeport-McMoran
FCX
$102B
$342K 0.01%
6,740
+744
BRKR icon
588
Bruker
BRKR
$9.54B
$342K 0.01%
+7,252
MLPX icon
589
Global X MLP & Energy Infrastructure ETF
MLPX
$3.61B
$339K 0.01%
5,606
CRMT icon
590
America's Car Mart
CRMT
$61.2M
$335K 0.01%
13,273
-9,760
PLAB icon
591
Photronics
PLAB
$1.89B
$331K 0.01%
10,356
-12,346
DFIN icon
592
Donnelley Financial Solutions
DFIN
$995M
$331K 0.01%
7,093
-8,466
IJK icon
593
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$328K 0.01%
3,385
FENI icon
594
Fidelity Enhanced International ETF
FENI
$9.77B
$326K 0.01%
8,900
+3,700
MDLZ icon
595
Mondelez International
MDLZ
$78.7B
$322K 0.01%
5,986
+1,047
AB icon
596
AllianceBernstein
AB
$3.44B
$321K 0.01%
8,350
+1,000
NXST icon
597
Nexstar Media Group
NXST
$5.53B
$321K 0.01%
1,582
+29
FSTR icon
598
Foster
FSTR
$433M
$319K 0.01%
11,840
-3,320
KR icon
599
Kroger
KR
$37.8B
$317K 0.01%
5,071
+2,100
CRWD icon
600
CrowdStrike
CRWD
$190B
$316K 0.01%
674
+137
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