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
GXO icon
1301
GXO Logistics
GXO
$6.27B
$29K ﹤0.01%
+550
TECK icon
1302
Teck Resources
TECK
$25.7B
$28.9K ﹤0.01%
604
+104
EW icon
1303
Edwards Lifesciences
EW
$49.8B
$28.9K ﹤0.01%
339
+291
FR icon
1304
First Industrial Realty Trust
FR
$8.1B
$28.8K ﹤0.01%
+503
TT icon
1305
Trane Technologies
TT
$96B
$28.8K ﹤0.01%
74
+66
BTI icon
1306
British American Tobacco
BTI
$129B
$28.7K ﹤0.01%
+507
EEFT icon
1307
Euronet Worldwide
EEFT
$3.03B
$28.7K ﹤0.01%
+377
SII
1308
Sprott
SII
$4.29B
$28.4K ﹤0.01%
290
PEG icon
1309
Public Service Enterprise Group
PEG
$41.5B
$28.3K ﹤0.01%
353
+170
VGSH icon
1310
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
$28.3K ﹤0.01%
481
+4
DOC icon
1311
Healthpeak Properties
DOC
$12.1B
$28.2K ﹤0.01%
1,753
+1,330
CSGP icon
1312
CoStar Group
CSGP
$19.4B
$28.2K ﹤0.01%
419
+14
BLOK icon
1313
Amplify Blockchain Technology ETF
BLOK
$1B
$28.2K ﹤0.01%
495
CDE icon
1314
Coeur Mining
CDE
$15B
$28.2K ﹤0.01%
1,579
SPMD
1315
DELISTED
SUPERMEDIA INC COMMON STOCK
SPMD
$28.1K ﹤0.01%
486
IYK icon
1316
iShares US Consumer Staples ETF
IYK
$1.29B
$28.1K ﹤0.01%
420
EMN icon
1317
Eastman Chemical
EMN
$7.89B
$28K ﹤0.01%
439
+319
FISV
1318
Fiserv Inc
FISV
$31.8B
$27.9K ﹤0.01%
416
-324
BBY icon
1319
Best Buy
BBY
$13.6B
$27.8K ﹤0.01%
416
+409
CNM icon
1320
Core & Main
CNM
$9.32B
$27.8K ﹤0.01%
+535
NOV icon
1321
NOV
NOV
$6.79B
$27.6K ﹤0.01%
+1,763
VTS icon
1322
Vitesse Energy
VTS
$752M
$27.5K ﹤0.01%
1,429
-58,553
DOCU
1323
DocuSign
DOCU
$9.74B
$27.4K ﹤0.01%
400
+15
CNI icon
1324
Canadian National Railway
CNI
$65.1B
$27.3K ﹤0.01%
276
+141
JPIN icon
1325
JPMorgan Diversified Return International Equity ETF
JPIN
$362M
$27.3K ﹤0.01%
400