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
BRO icon
1226
Brown & Brown
BRO
$23.3B
$34K ﹤0.01%
427
+185
AZO icon
1227
AutoZone
AZO
$61.7B
$33.9K ﹤0.01%
10
+9
CMA
1228
DELISTED
Comerica
CMA
$33.8K ﹤0.01%
389
+174
REGL icon
1229
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.69B
$33.7K ﹤0.01%
400
SPPP
1230
Sprott Physical Platinum and Palladium Trust
SPPP
$609M
$33.7K ﹤0.01%
2,000
NXPI icon
1231
NXP Semiconductors
NXPI
$51.3B
$33.6K ﹤0.01%
155
+10
NI icon
1232
NiSource
NI
$22.3B
$33.6K ﹤0.01%
+804
HXL icon
1233
Hexcel
HXL
$6.58B
$33.5K ﹤0.01%
+453
SCYB icon
1234
Schwab High Yield Bond ETF
SCYB
$2.38B
$33.4K ﹤0.01%
+1,266
EVRG icon
1235
Evergy
EVRG
$18.9B
$33.4K ﹤0.01%
+461
L icon
1236
Loews
L
$22.5B
$33.2K ﹤0.01%
+315
SSD icon
1237
Simpson Manufacturing
SSD
$7.52B
$33.1K ﹤0.01%
205
+197
PXH icon
1238
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.89B
$33.1K ﹤0.01%
1,281
POST icon
1239
Post Holdings
POST
$4.99B
$33K ﹤0.01%
+333
AGCO icon
1240
AGCO
AGCO
$8.84B
$32.9K ﹤0.01%
+315
OBTC
1241
Osprey Bitcoin Trust Common Units of Beneficial Interest
OBTC
$32.8K ﹤0.01%
1,165
MTG icon
1242
MGIC Investment
MTG
$5.67B
$32.8K ﹤0.01%
1,122
+958
IWY icon
1243
iShares Russell Top 200 Growth ETF
IWY
$15.5B
$32.7K ﹤0.01%
118
SPSB icon
1244
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.93B
$32.6K ﹤0.01%
1,080
GSEW icon
1245
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.63B
$32.5K ﹤0.01%
382
+1
XSLV icon
1246
Invesco S&P SmallCap Low Volatility ETF
XSLV
$236M
$32.5K ﹤0.01%
+700
NVST icon
1247
Envista
NVST
$4.26B
$32.3K ﹤0.01%
+1,490
BALL icon
1248
Ball Corp
BALL
$16.5B
$32.2K ﹤0.01%
608
+502
SNDR icon
1249
Schneider National
SNDR
$4.53B
$32.1K ﹤0.01%
+1,210
LSTR icon
1250
Landstar System
LSTR
$5.17B
$32K ﹤0.01%
+223