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
$4.69B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,709
New
Increased
Reduced
Closed

Top Buys

1 +$49.4M
2 +$28M
3 +$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

1 +$27.6M
2 +$20.8M
3 +$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

1 Industrials 13.78%
2 Technology 12.98%
3 Consumer Discretionary 11.23%
4 Financials 8.08%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JPIN icon
1301
JPMorgan Diversified Return International Equity ETF
JPIN
$356M
$28.5K ﹤0.01%
400
FBCG icon
1302
Fidelity Blue Chip Growth ETF
FBCG
$6.69B
$28.5K ﹤0.01%
568
MSOS icon
1303
AdvisorShares Pure US Cannabis ETF
MSOS
$1.13B
$28.4K ﹤0.01%
8,000
REG icon
1304
Regency Centers
REG
$14.2B
$28.3K ﹤0.01%
374
VGSH icon
1305
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$28.3K ﹤0.01%
483
+2
E icon
1306
ENI
E
$78.9B
$28.2K ﹤0.01%
499
+322
WAB icon
1307
Wabtec
WAB
$44.2B
$28.2K ﹤0.01%
113
+6
FESM icon
1308
Fidelity Enhanced Small Cap Core ETF
FESM
$5.18B
$28.2K ﹤0.01%
742
+42
EWBC icon
1309
East-West Bancorp
EWBC
$17.3B
$28.2K ﹤0.01%
264
SUSL icon
1310
iShares ESG MSCI USA Leaders ETF
SUSL
$1.12B
$28.2K ﹤0.01%
248
FNCL icon
1311
Fidelity MSCI Financials Index ETF
FNCL
$2.2B
$28.1K ﹤0.01%
400
BJ
1312
DELISTED
BJ'S WHOLESALE CLUB
BJ
$28.1K ﹤0.01%
285
+40
FLR icon
1313
Fluor
FLR
$6.64B
$28K ﹤0.01%
600
RRC icon
1314
Range Resources
RRC
$9.21B
$27.9K ﹤0.01%
618
SNY icon
1315
Sanofi
SNY
$108B
$27.8K ﹤0.01%
578
+156
RAAX icon
1316
VanEck Inflation Allocation ETF
RAAX
$977M
$27.8K ﹤0.01%
+684
LOUP icon
1317
Innovator Deepwater Frontier Tech ETF
LOUP
$208M
$27.8K ﹤0.01%
404
+179
CAVA icon
1318
CAVA Group
CAVA
$8.46B
$27.7K ﹤0.01%
343
+75
ONTO icon
1319
Onto Innovation
ONTO
$12.6B
$27.7K ﹤0.01%
135
+126
AKAM icon
1320
Akamai
AKAM
$21.7B
$27.6K ﹤0.01%
240
-9
AFG icon
1321
American Financial Group
AFG
$11B
$27.3K ﹤0.01%
214
CRCL
1322
Circle Internet Group
CRCL
$20B
$27.3K ﹤0.01%
+286
ACIC icon
1323
American Coastal Insurance
ACIC
$498M
$27.2K ﹤0.01%
2,420
-56,003
SAP icon
1324
SAP
SAP
$216B
$27.2K ﹤0.01%
159
-70
COLM icon
1325
Columbia Sportswear
COLM
$3.28B
$27.1K ﹤0.01%
495
+13