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
PHM icon
951
Pultegroup
PHM
$22.6B
$74.1K ﹤0.01%
630
+43
AU icon
952
AngloGold Ashanti
AU
$42.5B
$74.1K ﹤0.01%
761
MCO icon
953
Moody's
MCO
$78.8B
$73.9K ﹤0.01%
169
WWD icon
954
Woodward
WWD
$21.3B
$73.4K ﹤0.01%
205
+25
GIB icon
955
CGI
GIB
$14.1B
$73.1K ﹤0.01%
1,000
WCC
956
WESCO International
WCC
$17.3B
$72.2K ﹤0.01%
264
+79
ABB
957
DELISTED
ABB Ltd
ABB
$72.1K ﹤0.01%
896
-200
CNX icon
958
CNX Resources
CNX
$4.75B
$71.9K ﹤0.01%
1,865
ICVT icon
959
iShares Convertible Bond ETF
ICVT
$6.94B
$71.3K ﹤0.01%
700
-14
IJT icon
960
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.46B
$71.2K ﹤0.01%
492
CNA icon
961
CNA Financial
CNA
$11.8B
$71K ﹤0.01%
1,547
+200
TRU icon
962
TransUnion
TRU
$13.6B
$70.8K ﹤0.01%
1,023
+658
IUSV icon
963
iShares Core S&P US Value ETF
IUSV
$26B
$70.5K ﹤0.01%
689
BSCR icon
964
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$70K ﹤0.01%
3,568
DWM icon
965
WisdomTree International Equity Fund
DWM
$657M
$69.9K ﹤0.01%
1,000
FVAL icon
966
Fidelity Value Factor ETF
FVAL
$1.26B
$69.7K ﹤0.01%
+1,004
SNDA icon
967
Sonida Senior Living
SNDA
$1.63B
$69.7K ﹤0.01%
+2,161
GRMN icon
968
Garmin
GRMN
$45.6B
$69.6K ﹤0.01%
300
+128
SPYG icon
969
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.6B
$69.4K ﹤0.01%
709
FRME icon
970
First Merchants
FRME
$2.52B
$69.4K ﹤0.01%
1,791
HLIT icon
971
Harmonic Inc
HLIT
$1.44B
$69.2K ﹤0.01%
7,709
SEE
972
DELISTED
Sealed Air
SEE
$69.2K ﹤0.01%
1,645
-75
IDA icon
973
Idacorp
IDA
$7.83B
$68.5K ﹤0.01%
479
+26
PSN icon
974
Parsons
PSN
$6.28B
$68.4K ﹤0.01%
+1,263
WSC icon
975
WillScot Mobile Mini Holdings
WSC
$4.74B
$68K ﹤0.01%
3,916
-4,188