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
LW icon
1076
Lamb Weston
LW
$5.82B
$50.5K ﹤0.01%
1,196
-4,577
LBRDA icon
1077
Liberty Broadband Class A
LBRDA
$4.43B
$50.3K ﹤0.01%
1,002
+83
BWA icon
1078
BorgWarner
BWA
$14.9B
$50.3K ﹤0.01%
927
+10
APLD icon
1079
Applied Digital
APLD
$11.3B
$49.9K ﹤0.01%
2,100
+1,500
SMB icon
1080
VanEck Short Muni ETF
SMB
$305M
$49.8K ﹤0.01%
2,880
EW icon
1081
Edwards Lifesciences
EW
$49.5B
$49.7K ﹤0.01%
621
+282
TMDX icon
1082
Transmedics
TMDX
$2.4B
$49.7K ﹤0.01%
500
NOK icon
1083
Nokia
NOK
$80.3B
$49.6K ﹤0.01%
6,172
+850
EMLC icon
1084
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$49.4K ﹤0.01%
1,968
+1,453
SPB icon
1085
Spectrum Brands
SPB
$1.89B
$49.3K ﹤0.01%
669
JNK icon
1086
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.74B
$49.3K ﹤0.01%
515
BWXT icon
1087
BWX Technologies
BWXT
$17B
$49.3K ﹤0.01%
241
-24
PRK icon
1088
Park National Corp
PRK
$3.13B
$49K ﹤0.01%
300
DOL icon
1089
WisdomTree True Developed International Fund
DOL
$799M
$49K ﹤0.01%
720
PICB icon
1090
Invesco International Corporate Bond ETF
PICB
$352M
$48.9K ﹤0.01%
+2,117
SCHI icon
1091
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.3B
$48.8K ﹤0.01%
2,150
-2,100
TTE icon
1092
TotalEnergies
TTE
$197B
$48.7K ﹤0.01%
535
+218
GTES icon
1093
Gates Industrial
GTES
$6.51B
$48.7K ﹤0.01%
2,152
+170
MNST icon
1094
Monster Beverage
MNST
$87.6B
$48.3K ﹤0.01%
667
+142
WTFC icon
1095
Wintrust Financial
WTFC
$10.3B
$47.9K ﹤0.01%
345
+43
CHRD icon
1096
Chord Energy
CHRD
$7.59B
$47.9K ﹤0.01%
337
SPMD icon
1097
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.4B
$47.7K ﹤0.01%
806
CGNX icon
1098
Cognex
CGNX
$10.1B
$47.4K ﹤0.01%
967
+153
MTB icon
1099
M&T Bank
MTB
$32.6B
$47.3K ﹤0.01%
229
+33
QQQE icon
1100
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.31B
$47.3K ﹤0.01%
480
42 43
44
45 46