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
CLX icon
1176
Clorox
CLX
$11.4B
$39.8K ﹤0.01%
+384
UTES icon
1177
Virtus Reaves Utilities ETF
UTES
$1.34B
$39.5K ﹤0.01%
495
GRBK icon
1178
Green Brick Partners
GRBK
$2.97B
$39.5K ﹤0.01%
280,369
NUKZ icon
1179
Range Nuclear Renaissance Index ETF
NUKZ
$838M
$39.5K ﹤0.01%
600
+350
FSLR icon
1180
First Solar
FSLR
$30B
$39.5K ﹤0.01%
+200
BGC icon
1181
BGC Group
BGC
$5.2B
$39.1K ﹤0.01%
4,000
R icon
1182
Ryder
R
$10.3B
$39.1K ﹤0.01%
191
PTMC icon
1183
Pacer Trendpilot US Mid Cap ETF
PTMC
$395M
$39.1K ﹤0.01%
1,068
NZF icon
1184
Nuveen Municipal Credit Income Fund
NZF
$2.44B
$39K ﹤0.01%
3,199
SGI
1185
DELISTED
Silicon Graphics Intl.
SGI
$38.8K ﹤0.01%
+524
VFH icon
1186
Vanguard Financials ETF
VFH
$12.5B
$38.7K ﹤0.01%
320
BE icon
1187
Bloom Energy
BE
$75B
$38.6K ﹤0.01%
+285
MTDR icon
1188
Matador Resources
MTDR
$6.65B
$38.2K ﹤0.01%
605
RIVN icon
1189
Rivian
RIVN
$22B
$38.2K ﹤0.01%
2,538
TXG icon
1190
10x Genomics
TXG
$3.94B
$38.1K ﹤0.01%
1,794
+713
CNH
1191
CNH Industrial
CNH
$13.3B
$38.1K ﹤0.01%
3,460
+284
OMC icon
1192
Omnicom Group
OMC
$21.5B
$38K ﹤0.01%
504
+274
EVRG icon
1193
Evergy
EVRG
$19.2B
$37.9K ﹤0.01%
463
+2
DLTR icon
1194
Dollar Tree
DLTR
$20.9B
$37.9K ﹤0.01%
346
+177
RSPG icon
1195
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$582M
$37.9K ﹤0.01%
346
+170
AYI icon
1196
Acuity Brands
AYI
$9.16B
$37.8K ﹤0.01%
135
-114
UDR icon
1197
UDR
UDR
$12.7B
$37.7K ﹤0.01%
1,116
PPL icon
1198
PPL Corp
PPL
$26.9B
$37.5K ﹤0.01%
982
+254
GWX icon
1199
State Street SPDR S&P International Small Cap ETF
GWX
$868M
$37.4K ﹤0.01%
886
FHN icon
1200
First Horizon
FHN
$11.5B
$37.2K ﹤0.01%
1,636
-840