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
TMFC icon
1326
Motley Fool 100 Index ETF
TMFC
$1.88B
$9.17K ﹤0.01%
+130
FIX icon
1327
Comfort Systems
FIX
$48.7B
$9.08K ﹤0.01%
11
VDC icon
1328
Vanguard Consumer Staples ETF
VDC
$8.02B
$8.98K ﹤0.01%
42
-46
CRL icon
1329
Charles River Laboratories
CRL
$8.24B
$8.92K ﹤0.01%
57
RLGT icon
1330
Radiant Logistics
RLGT
$329M
$8.85K ﹤0.01%
1,500
-2,500
KRBN icon
1331
KraneShares Global Carbon Strategy ETF
KRBN
$136M
$8.75K ﹤0.01%
270
SANM icon
1332
Sanmina
SANM
$6.78B
$8.75K ﹤0.01%
76
FCFS icon
1333
FirstCash
FCFS
$8.58B
$8.55K ﹤0.01%
54
GEN icon
1334
Gen Digital
GEN
$13.2B
$8.49K ﹤0.01%
299
-12
WF icon
1335
Woori Financial
WF
$16.4B
$8.42K ﹤0.01%
150
SNN icon
1336
Smith & Nephew
SNN
$14B
$8.35K ﹤0.01%
230
MDYV icon
1337
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.43B
$8.34K ﹤0.01%
100
HALO icon
1338
Halozyme
HALO
$8B
$8.29K ﹤0.01%
113
BKR icon
1339
Baker Hughes
BKR
$58.6B
$8.28K ﹤0.01%
170
IBKR icon
1340
Interactive Brokers
IBKR
$30.5B
$8.26K ﹤0.01%
120
KMX icon
1341
CarMax
KMX
$5.98B
$8.26K ﹤0.01%
184
+46
ALC icon
1342
Alcon
ALC
$39.3B
$8.2K ﹤0.01%
110
FDM icon
1343
First Trust Dow Jones Select MicroCap Index Fund
FDM
$224M
$8.18K ﹤0.01%
108
TRNO icon
1344
Terreno Realty
TRNO
$6.57B
$8.17K ﹤0.01%
144
XHB icon
1345
State Street SPDR S&P Homebuilders ETF
XHB
$1.55B
$8.17K ﹤0.01%
74
BBAI icon
1346
BigBear.ai
BBAI
$1.86B
$8.15K ﹤0.01%
1,250
+950
CMC icon
1347
Commercial Metals
CMC
$7.35B
$8.13K ﹤0.01%
142
DOC icon
1348
Healthpeak Properties
DOC
$12.1B
$8.1K ﹤0.01%
423
SOUN icon
1349
SoundHound AI
SOUN
$3.34B
$8.04K ﹤0.01%
+500
LBTYA icon
1350
Liberty Global Class A
LBTYA
$4.18B
$8.02K ﹤0.01%
700