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
R icon
1201
Ryder
R
$10.1B
$36.6K ﹤0.01%
+191
GWX icon
1202
State Street SPDR S&P International Small Cap ETF
GWX
$904M
$36.2K ﹤0.01%
886
FNDB icon
1203
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.33B
$35.9K ﹤0.01%
1,350
WMS icon
1204
Advanced Drainage Systems
WMS
$10.1B
$35.8K ﹤0.01%
+247
BGC icon
1205
BGC Group
BGC
$4.86B
$35.7K ﹤0.01%
4,000
NFG icon
1206
National Fuel Gas
NFG
$7.36B
$35.5K ﹤0.01%
444
+359
SPHQ icon
1207
Invesco S&P 500 Quality ETF
SPHQ
$19.1B
$35.4K ﹤0.01%
472
+1
CF icon
1208
CF Industries
CF
$17.9B
$35.4K ﹤0.01%
+458
GL icon
1209
Globe Life
GL
$11.7B
$35.4K ﹤0.01%
253
+237
CYBR
1210
DELISTED
CyberArk
CYBR
$35.2K ﹤0.01%
79
EWS icon
1211
iShares MSCI Singapore ETF
EWS
$787M
$35.2K ﹤0.01%
1,279
RWR icon
1212
State Street SPDR Dow Jones REIT ETF
RWR
$1.8B
$35.2K ﹤0.01%
358
RIO icon
1213
Rio Tinto
RIO
$171B
$35.1K ﹤0.01%
+438
TTC icon
1214
Toro Company
TTC
$8.82B
$35K ﹤0.01%
+445
BIL icon
1215
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$45.9B
$35K ﹤0.01%
383
+55
GRMN icon
1216
Garmin
GRMN
$45.9B
$34.9K ﹤0.01%
172
+105
EBAY icon
1217
eBay
EBAY
$48.3B
$34.8K ﹤0.01%
399
+165
VMO icon
1218
Invesco Municipal Opportunity Trust
VMO
$654M
$34.7K ﹤0.01%
3,629
-306
WEX icon
1219
WEX
WEX
$5.06B
$34.7K ﹤0.01%
+233
NOK icon
1220
Nokia
NOK
$92.8B
$34.4K ﹤0.01%
5,322
+253
KMPR icon
1221
Kemper
KMPR
$1.35B
$34.4K ﹤0.01%
+849
AMG icon
1222
Affiliated Managers Group
AMG
$8.23B
$34.3K ﹤0.01%
+119
AXTA icon
1223
Axalta
AXTA
$6.8B
$34.2K ﹤0.01%
+1,060
ESI icon
1224
Element Solutions
ESI
$10.3B
$34.1K ﹤0.01%
+1,366
BOKF icon
1225
BOK Financial
BOKF
$7.62B
$34.1K ﹤0.01%
+288