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
TSAT icon
1301
Telesat
TSAT
$515M
$10.6K ﹤0.01%
400
ARKK icon
1302
ARK Innovation ETF
ARKK
$6.51B
$10.5K ﹤0.01%
122
-29
MUSA icon
1303
Murphy USA
MUSA
$8.07B
$10.5K ﹤0.01%
27
GT icon
1304
Goodyear
GT
$2.04B
$10.5K ﹤0.01%
1,400
SKYY icon
1305
First Trust Cloud Computing ETF
SKYY
$2.46B
$10.5K ﹤0.01%
78
DDM icon
1306
ProShares Ultra Dow30
DDM
$483M
$10.4K ﹤0.01%
194
SFM icon
1307
Sprouts Farmers Market
SFM
$7.21B
$10.3K ﹤0.01%
95
PFG icon
1308
Principal Financial Group
PFG
$19.5B
$10.3K ﹤0.01%
124
IYR icon
1309
iShares US Real Estate ETF
IYR
$4.59B
$10.3K ﹤0.01%
106
+1
CTAS icon
1310
Cintas
CTAS
$78.5B
$10.2K ﹤0.01%
50
FIGB icon
1311
Fidelity Investment Grade Bond ETF
FIGB
$444M
$10.2K ﹤0.01%
235
ACWX icon
1312
iShares MSCI ACWI ex US ETF
ACWX
$8.98B
$10.1K ﹤0.01%
156
EIX icon
1313
Edison International
EIX
$27.4B
$10.1K ﹤0.01%
183
VDE icon
1314
Vanguard Energy ETF
VDE
$9.21B
$10.1K ﹤0.01%
80
WCN icon
1315
Waste Connections
WCN
$42.3B
$10K ﹤0.01%
+57
VICR icon
1316
Vicor
VICR
$7.85B
$9.94K ﹤0.01%
+200
VNQI icon
1317
Vanguard Global ex-US Real Estate ETF
VNQI
$3.64B
$9.83K ﹤0.01%
206
-2
DJT icon
1318
Trump Media & Technology Group
DJT
$2.84B
$9.77K ﹤0.01%
595
BB icon
1319
BlackBerry
BB
$2.04B
$9.76K ﹤0.01%
2,000
RGNX icon
1320
Regenxbio
RGNX
$501M
$9.65K ﹤0.01%
1,000
OMFL icon
1321
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.33B
$9.64K ﹤0.01%
160
PAYX icon
1322
Paychex
PAYX
$34.1B
$9.63K ﹤0.01%
76
NBTB icon
1323
NBT Bancorp
NBTB
$2.17B
$9.52K ﹤0.01%
228
UAMY icon
1324
United States Antimony
UAMY
$1.57B
$9.31K ﹤0.01%
1,501
TFSL icon
1325
TFS Financial
TFSL
$3.87B
$9.22K ﹤0.01%
700
+147