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
TECK icon
1326
Teck Resources
TECK
$30.2B
$27.1K ﹤0.01%
523
-81
UFO icon
1327
Procure Space ETF
UFO
$1.12B
$26.9K ﹤0.01%
+600
NET icon
1328
Cloudflare
NET
$88.4B
$26.8K ﹤0.01%
130
IRDM icon
1329
Iridium Communications
IRDM
$5.01B
$26.8K ﹤0.01%
966
+231
AOR icon
1330
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.58B
$26.8K ﹤0.01%
416
ARKK icon
1331
ARK Innovation ETF
ARKK
$6.58B
$26.8K ﹤0.01%
396
+240
LUV icon
1332
Southwest Airlines
LUV
$20.3B
$26.8K ﹤0.01%
712
-10
MICC
1333
The Magnum Ice Cream Company N.V.
MICC
$10.5B
$26.7K ﹤0.01%
1,788
-15,274
NUE icon
1334
Nucor
NUE
$57.9B
$26.7K ﹤0.01%
158
TBF icon
1335
ProShares Short 20+ Year Treasury ETF
TBF
$129M
$26.7K ﹤0.01%
1,102
CNI icon
1336
Canadian National Railway
CNI
$73B
$26.6K ﹤0.01%
259
-17
TW icon
1337
Tradeweb Markets
TW
$21.8B
$26.6K ﹤0.01%
226
DRS icon
1338
Leonardo DRS
DRS
$12.3B
$26.5K ﹤0.01%
595
AR icon
1339
Antero Resources
AR
$11B
$26.4K ﹤0.01%
622
NCLH icon
1340
Norwegian Cruise Line
NCLH
$8.61B
$26.3K ﹤0.01%
1,408
+1,182
VDIG
1341
Vanguard Wellington Dividend Growth Active ETF
VDIG
$24.5M
$26.2K ﹤0.01%
460
-3,250
KDP icon
1342
Keurig Dr Pepper
KDP
$41.5B
$26.1K ﹤0.01%
993
-88
SW
1343
Smurfit Westrock
SW
$21.6B
$26.1K ﹤0.01%
655
-392
RVMD icon
1344
Revolution Medicines
RVMD
$31.7B
$26.1K ﹤0.01%
+268
RNTX
1345
Rein Therapeutics
RNTX
$80.7M
$26K ﹤0.01%
20,000
VTS icon
1346
Vitesse Energy
VTS
$735M
$26K ﹤0.01%
1,429
ATI icon
1347
ATI
ATI
$24.2B
$25.9K ﹤0.01%
178
CRUS icon
1348
Cirrus Logic
CRUS
$8.29B
$25.9K ﹤0.01%
179
+112
JVAL icon
1349
JPMorgan US Value Factor ETF
JVAL
$776M
$25.8K ﹤0.01%
529
SSB icon
1350
SouthState Bank Corp
SSB
$9.31B
$25.8K ﹤0.01%
279