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
$4.99B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1 +$49.1M
2 +$47.9M
3 +$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

1 +$87.2M
2 +$37.8M
3 +$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

1 Industrials 18.32%
2 Technology 13.65%
3 Consumer Discretionary 13.2%
4 Financials 8.77%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EQT icon
1276
EQT Corp
EQT
$38.6B
$12.5K ﹤0.01%
229
+223
VIS icon
1277
Vanguard Industrials ETF
VIS
$7.24B
$12.4K ﹤0.01%
42
WTW icon
1278
Willis Towers Watson
WTW
$27.3B
$12.4K ﹤0.01%
36
OMER icon
1279
Omeros
OMER
$830M
$12.3K ﹤0.01%
3,000
-2,800
XPEV icon
1280
XPeng
XPEV
$18B
$12.2K ﹤0.01%
+520
RSPT icon
1281
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.04B
$12.2K ﹤0.01%
273
SGOL icon
1282
abrdn Physical Gold Shares ETF
SGOL
$9.03B
$12.1K ﹤0.01%
330
GRAB icon
1283
Grab
GRAB
$15.9B
$12K ﹤0.01%
2,000
FSM icon
1284
Fortuna Silver Mines
FSM
$3.58B
$11.9K ﹤0.01%
1,332
BOTZ icon
1285
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.3B
$11.9K ﹤0.01%
335
LENZ
1286
LENZ Therapeutics
LENZ
$374M
$11.6K ﹤0.01%
+250
VICI icon
1287
VICI Properties
VICI
$31.3B
$11.6K ﹤0.01%
357
+64
W icon
1288
Wayfair
W
$9.78B
$11.6K ﹤0.01%
+130
UVE icon
1289
Universal Insurance Holdings
UVE
$960M
$11.6K ﹤0.01%
441
PSTG icon
1290
Everpure, Inc.
PSTG
$20.2B
$11.6K ﹤0.01%
138
-2,200
SLVM icon
1291
Sylvamo
SLVM
$1.72B
$11.5K ﹤0.01%
260
CELH icon
1292
Celsius Holdings
CELH
$11.6B
$11.4K ﹤0.01%
199
FXU icon
1293
First Trust Utilities AlphaDEX Fund
FXU
$838M
$11.4K ﹤0.01%
250
BIRK icon
1294
Birkenstock
BIRK
$7B
$11.3K ﹤0.01%
+250
RF icon
1295
Regions Financial
RF
$23.1B
$11.2K ﹤0.01%
425
HPQ icon
1296
HP
HPQ
$17.2B
$11.1K ﹤0.01%
409
-100
RRX icon
1297
Regal Rexnord
RRX
$13.4B
$11K ﹤0.01%
77
WDAY icon
1298
Workday
WDAY
$37.5B
$10.9K ﹤0.01%
45
-130
TGTX icon
1299
TG Therapeutics
TGTX
$4.67B
$10.9K ﹤0.01%
+301
TWN
1300
Taiwan Fund
TWN
$349M
$10.8K ﹤0.01%
200