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
CFR icon
1226
Cullen/Frost Bankers
CFR
$8.43B
$34.1K ﹤0.01%
+269
BRO icon
1227
Brown & Brown
BRO
$18.7B
$34K ﹤0.01%
427
+185
AZO icon
1228
AutoZone
AZO
$50.1B
$33.9K ﹤0.01%
10
+9
CMA
1229
DELISTED
Comerica
CMA
$33.8K ﹤0.01%
389
+174
REGL icon
1230
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.67B
$33.7K ﹤0.01%
400
SPPP
1231
Sprott Physical Platinum and Palladium Trust
SPPP
$629M
$33.7K ﹤0.01%
2,000
NXPI icon
1232
NXP Semiconductors
NXPI
$81.3B
$33.6K ﹤0.01%
155
+10
NI icon
1233
NiSource
NI
$21.8B
$33.6K ﹤0.01%
+804
HXL icon
1234
Hexcel
HXL
$6.64B
$33.5K ﹤0.01%
+453
SCYB icon
1235
Schwab High Yield Bond ETF
SCYB
$2.52B
$33.4K ﹤0.01%
+1,266
EVRG icon
1236
Evergy
EVRG
$18.7B
$33.4K ﹤0.01%
+461
L icon
1237
Loews
L
$21.5B
$33.2K ﹤0.01%
+315
SSD icon
1238
Simpson Manufacturing
SSD
$7.74B
$33.1K ﹤0.01%
205
+197
PXH icon
1239
Invesco FTSE RAFI Emerging Markets ETF
PXH
$2.01B
$33.1K ﹤0.01%
1,281
POST icon
1240
Post Holdings
POST
$4.12B
$33K ﹤0.01%
+333
AGCO icon
1241
AGCO
AGCO
$8.66B
$32.9K ﹤0.01%
+315
OBTC
1242
Osprey Bitcoin Trust
OBTC
$32.8K ﹤0.01%
1,165
MTG icon
1243
MGIC Investment
MTG
$5.26B
$32.8K ﹤0.01%
1,122
+958
IWY icon
1244
iShares Russell Top 200 Growth ETF
IWY
$17.5B
$32.7K ﹤0.01%
118
SPSB icon
1245
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$32.6K ﹤0.01%
1,080
GSEW icon
1246
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.79B
$32.5K ﹤0.01%
382
+1
XSLV icon
1247
Invesco S&P SmallCap Low Volatility ETF
XSLV
$234M
$32.5K ﹤0.01%
+700
NVST icon
1248
Envista
NVST
$3.65B
$32.3K ﹤0.01%
+1,490
BALL icon
1249
Ball Corp
BALL
$14.1B
$32.2K ﹤0.01%
608
+502
SNDR icon
1250
Schneider National
SNDR
$6.5B
$32.1K ﹤0.01%
+1,210