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
$4.84B
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 12.63%
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
CUZ icon
1101
Cousins Properties
CUZ
$3.9B
$48.4K ﹤0.01%
+1,876
ONEQ icon
1102
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.03B
$48.4K ﹤0.01%
529
+270
SPTM icon
1103
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.1B
$48.2K ﹤0.01%
584
BHP icon
1104
BHP
BHP
$188B
$48.2K ﹤0.01%
798
+118
HII icon
1105
Huntington Ingalls Industries
HII
$16.4B
$48K ﹤0.01%
141
+140
BITB icon
1106
Bitwise Bitcoin ETF
BITB
$2.69B
$47.6K ﹤0.01%
1,000
MAA icon
1107
Mid-America Apartment Communities
MAA
$15.2B
$47.5K ﹤0.01%
342
+335
DOL icon
1108
WisdomTree True Developed International Fund
DOL
$763M
$47.4K ﹤0.01%
720
FWONA icon
1109
Liberty Media Series A
FWONA
$19.5B
$47.4K ﹤0.01%
530
LNG icon
1110
Cheniere Energy
LNG
$52.9B
$47.2K ﹤0.01%
243
+68
SPMD icon
1111
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.9B
$46.7K ﹤0.01%
806
MORN icon
1112
Morningstar
MORN
$7.3B
$46.1K ﹤0.01%
+212
CPT icon
1113
Camden Property Trust
CPT
$10.7B
$45.9K ﹤0.01%
417
+403
CRGO icon
1114
Freightos
CRGO
$62.1M
$45.8K ﹤0.01%
20,091
-24,308
BWXT icon
1115
BWX Technologies
BWXT
$17.9B
$45.8K ﹤0.01%
265
KOMP icon
1116
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.48B
$45.8K ﹤0.01%
766
PRK icon
1117
Park National Corp
PRK
$2.87B
$45.7K ﹤0.01%
300
FAF icon
1118
First American
FAF
$6.68B
$45.6K ﹤0.01%
+742
RLI icon
1119
RLI Corp
RLI
$5.58B
$45.4K ﹤0.01%
+709
REYN icon
1120
Reynolds Consumer Products
REYN
$4.58B
$45.4K ﹤0.01%
+1,979
WCC icon
1121
WESCO International
WCC
$13.1B
$45.3K ﹤0.01%
+185
DOX icon
1122
Amdocs
DOX
$7.3B
$45.2K ﹤0.01%
+562
GIS icon
1123
General Mills
GIS
$22.6B
$44.6K ﹤0.01%
960
+85
GNMA icon
1124
iShares GNMA Bond ETF
GNMA
$406M
$44.5K ﹤0.01%
1,000
PRI icon
1125
Primerica
PRI
$8.09B
$44.4K ﹤0.01%
+172