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
JOBY icon
1051
Joby Aviation
JOBY
$9.81B
$34.7K ﹤0.01%
+2,150
SPHQ icon
1052
Invesco S&P 500 Quality ETF
SPHQ
$16.1B
$34.5K ﹤0.01%
+471
RDDT icon
1053
Reddit
RDDT
$25.8B
$34.5K ﹤0.01%
150
-150
ORLA
1054
Orla Mining
ORLA
$6.02B
$34.3K ﹤0.01%
3,180
CSGP icon
1055
CoStar Group
CSGP
$19.1B
$34.2K ﹤0.01%
405
REGL icon
1056
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.69B
$34.1K ﹤0.01%
400
ON icon
1057
ON Semiconductor
ON
$23.5B
$33.8K ﹤0.01%
685
REGN icon
1058
Regeneron Pharmaceuticals
REGN
$82.2B
$33.7K ﹤0.01%
60
TGLS icon
1059
Tecnoglass
TGLS
$1.97B
$33.5K ﹤0.01%
500
UNM icon
1060
Unum
UNM
$12B
$33.2K ﹤0.01%
427
+339
BLOK icon
1061
Amplify Blockchain Technology ETF
BLOK
$1.01B
$33.2K ﹤0.01%
495
+75
NXPI icon
1062
NXP Semiconductors
NXPI
$51.3B
$33K ﹤0.01%
145
SPSB icon
1063
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.92B
$32.7K ﹤0.01%
1,080
PXH icon
1064
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$32.6K ﹤0.01%
1,281
GSEW icon
1065
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.63B
$32.4K ﹤0.01%
+381
PAAS icon
1066
Pan American Silver
PAAS
$25.3B
$32.3K ﹤0.01%
834
IWY icon
1067
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$32.3K ﹤0.01%
118
AVB icon
1068
AvalonBay Communities
AVB
$24.2B
$32.2K ﹤0.01%
167
XYZ
1069
Block Inc
XYZ
$39.4B
$32.2K ﹤0.01%
445
TFC icon
1070
Truist Financial
TFC
$57.3B
$31.7K ﹤0.01%
693
+500
TEM
1071
Tempus AI
TEM
$9.48B
$31.4K ﹤0.01%
389
+49
EIPI
1072
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.05B
$31.4K ﹤0.01%
1,582
+30
SIGI icon
1073
Selective Insurance
SIGI
$4.63B
$31.2K ﹤0.01%
385
+25
IEI icon
1074
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$31.1K ﹤0.01%
260
+85
GFF icon
1075
Griffon
GFF
$3.49B
$31K ﹤0.01%
407
+128