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
XOP icon
876
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.72B
$79.3K ﹤0.01%
600
DELL icon
877
Dell
DELL
$95.3B
$78.8K ﹤0.01%
556
+87
CW icon
878
Curtiss-Wright
CW
$25.9B
$78.7K ﹤0.01%
145
HLIT icon
879
Harmonic Inc
HLIT
$1.05B
$78.5K ﹤0.01%
7,709
-1,500
AMLP icon
880
Alerian MLP ETF
AMLP
$11.8B
$77.8K ﹤0.01%
1,657
+22
GPN icon
881
Global Payments
GPN
$20.6B
$77.4K ﹤0.01%
932
WTV icon
882
WisdomTree US Value Fund
WTV
$2.48B
$77.4K ﹤0.01%
850
OXY icon
883
Occidental Petroleum
OXY
$52.4B
$77.3K ﹤0.01%
1,635
-2,521
IFRA icon
884
iShares US Infrastructure ETF
IFRA
$3.72B
$76.9K ﹤0.01%
1,456
-64
TSCO icon
885
Tractor Supply
TSCO
$26.5B
$76.5K ﹤0.01%
1,345
FNDF icon
886
Schwab Fundamental International Large Company Index ETF
FNDF
$21.8B
$76.2K ﹤0.01%
1,775
IEF icon
887
iShares 7-10 Year Treasury Bond ETF
IEF
$48.3B
$76K ﹤0.01%
788
+260
VWOB icon
888
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.05B
$75.6K ﹤0.01%
1,130
-53
ICVT icon
889
iShares Convertible Bond ETF
ICVT
$5.45B
$75.4K ﹤0.01%
754
-4
HUBB icon
890
Hubbell
HUBB
$25.4B
$75.3K ﹤0.01%
175
CP icon
891
Canadian Pacific Kansas City
CP
$75.4B
$75.2K ﹤0.01%
1,010
-200
INFY icon
892
Infosys
INFY
$56.8B
$74.8K ﹤0.01%
4,600
BUG icon
893
Global X Cybersecurity ETF
BUG
$849M
$74.6K ﹤0.01%
2,121
ABB
894
DELISTED
ABB Ltd
ABB
$74.5K ﹤0.01%
1,035
-300
VONV icon
895
Vanguard Russell 1000 Value ETF
VONV
$16.4B
$74.4K ﹤0.01%
833
-386
SPYG icon
896
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
$74.1K ﹤0.01%
709
SIL icon
897
Global X Silver Miners ETF NEW
SIL
$6.54B
$73.7K ﹤0.01%
1,029
DTD icon
898
WisdomTree US Total Dividend Fund
DTD
$1.52B
$72.6K ﹤0.01%
864
ALSN icon
899
Allison Transmission
ALSN
$9.49B
$72.5K ﹤0.01%
855
+2
GGZ
900
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$124M
$72.3K ﹤0.01%
5,000
34 35
36
37 38