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
$4.84B
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 12.87%
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
MTB icon
1176
M&T Bank
MTB
$31.3B
$39.5K ﹤0.01%
196
+70
QBTS icon
1177
D-Wave Quantum
QBTS
$10.2B
$39.4K ﹤0.01%
1,505
+300
UTES icon
1178
Virtus Reaves Utilities ETF
UTES
$1.33B
$39.1K ﹤0.01%
495
+250
WEN icon
1179
Wendy's
WEN
$1.29B
$38.9K ﹤0.01%
+4,670
FMX icon
1180
Fomento Económico Mexicano
FMX
$41.5B
$38.8K ﹤0.01%
+384
SCHH icon
1181
Schwab US REIT ETF
SCHH
$9.99B
$38.7K ﹤0.01%
1,851
-3,102
ESAB icon
1182
ESAB
ESAB
$5.42B
$38.4K ﹤0.01%
344
+333
HPE icon
1183
Hewlett Packard
HPE
$71.1B
$38.4K ﹤0.01%
1,598
-4,464
MAN icon
1184
ManpowerGroup
MAN
$1.41B
$38.3K ﹤0.01%
+1,289
LAD icon
1185
Lithia Motors
LAD
$6.63B
$38.2K ﹤0.01%
+115
SCHC icon
1186
Schwab International Small-Cap Equity ETF
SCHC
$5.53B
$38.2K ﹤0.01%
+839
PTMC icon
1187
Pacer Trendpilot US Mid Cap ETF
PTMC
$402M
$38.1K ﹤0.01%
1,068
CIBR icon
1188
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.9B
$37.9K ﹤0.01%
530
+67
MSOS icon
1189
AdvisorShares Pure US Cannabis ETF
MSOS
$1.05B
$37.8K ﹤0.01%
8,000
ESS icon
1190
Essex Property Trust
ESS
$17.9B
$37.7K ﹤0.01%
144
+138
HOLX
1191
DELISTED
Hologic
HOLX
$37.3K ﹤0.01%
501
-249
INSM icon
1192
Insmed
INSM
$22.5B
$37.2K ﹤0.01%
+214
DASTY
1193
DELISTED
DASSAULT SYSTEMES SA ADR
DASTY
$37.2K ﹤0.01%
+1,333
BFAM icon
1194
Bright Horizons
BFAM
$3.14B
$37.2K ﹤0.01%
+367
IXN icon
1195
iShares Global Tech ETF
IXN
$9.57B
$37.2K ﹤0.01%
354
AN icon
1196
AutoNation
AN
$6.37B
$37.2K ﹤0.01%
+180
WHR icon
1197
Whirlpool
WHR
$2.59B
$37.1K ﹤0.01%
514
+214
AVIV icon
1198
Avantis International Large Cap Value ETF
AVIV
$1.79B
$37K ﹤0.01%
+520
WPC icon
1199
W.P. Carey
WPC
$16.4B
$36.8K ﹤0.01%
572
+4
ARW icon
1200
Arrow Electronics
ARW
$11.7B
$36.6K ﹤0.01%
+332