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
BG icon
1301
Bunge Global
BG
$25.1B
$29K ﹤0.01%
326
+101
GXO icon
1302
GXO Logistics
GXO
$5.71B
$29K ﹤0.01%
+550
TECK icon
1303
Teck Resources
TECK
$32.9B
$28.9K ﹤0.01%
604
+104
EW icon
1304
Edwards Lifesciences
EW
$50.4B
$28.9K ﹤0.01%
339
+291
FR icon
1305
First Industrial Realty Trust
FR
$8.18B
$28.8K ﹤0.01%
+503
TT icon
1306
Trane Technologies
TT
$103B
$28.8K ﹤0.01%
74
+66
BTI icon
1307
British American Tobacco
BTI
$125B
$28.7K ﹤0.01%
+507
EEFT icon
1308
Euronet Worldwide
EEFT
$2.7B
$28.7K ﹤0.01%
+377
SII
1309
Sprott
SII
$3.35B
$28.4K ﹤0.01%
290
PEG icon
1310
Public Service Enterprise Group
PEG
$38.9B
$28.3K ﹤0.01%
353
+170
VGSH icon
1311
Vanguard Short-Term Treasury ETF
VGSH
$29B
$28.3K ﹤0.01%
481
+4
DOC icon
1312
Healthpeak Properties
DOC
$13.5B
$28.2K ﹤0.01%
1,753
+1,330
CSGP icon
1313
CoStar Group
CSGP
$13.7B
$28.2K ﹤0.01%
419
+14
BLOK icon
1314
Amplify Blockchain Technology ETF
BLOK
$1.38B
$28.2K ﹤0.01%
495
CDE icon
1315
Coeur Mining
CDE
$19B
$28.2K ﹤0.01%
1,579
SPMD
1316
DELISTED
SUPERMEDIA INC COMMON STOCK
SPMD
$28.1K ﹤0.01%
486
IYK icon
1317
iShares US Consumer Staples ETF
IYK
$1.55B
$28.1K ﹤0.01%
420
EMN icon
1318
Eastman Chemical
EMN
$8.28B
$28K ﹤0.01%
439
+319
FISV
1319
Fiserv Inc
FISV
$30B
$27.9K ﹤0.01%
416
-324
BBY icon
1320
Best Buy
BBY
$15B
$27.8K ﹤0.01%
416
+409
CNM icon
1321
Core & Main
CNM
$9.85B
$27.8K ﹤0.01%
+535
NOV icon
1322
NOV
NOV
$7.7B
$27.6K ﹤0.01%
+1,763
VTS icon
1323
Vitesse Energy
VTS
$743M
$27.5K ﹤0.01%
1,429
-58,553
DOCU
1324
DocuSign
DOCU
$9.9B
$27.4K ﹤0.01%
400
+15
CNI icon
1325
Canadian National Railway
CNI
$72.5B
$27.3K ﹤0.01%
276
+141