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
OSK icon
1351
Oshkosh
OSK
$8.14B
$25.6K ﹤0.01%
174
OBTC
1352
Osprey Bitcoin Trust
OBTC
$25.4K ﹤0.01%
1,165
CAOS icon
1353
Alpha Architect Tail Risk ETF
CAOS
$674M
$25.4K ﹤0.01%
+280
VCRB icon
1354
Vanguard Core Bond ETF
VCRB
$6.96B
$25.4K ﹤0.01%
328
STLD icon
1355
Steel Dynamics
STLD
$38.7B
$25.4K ﹤0.01%
141
VUSB icon
1356
Vanguard Ultra-Short Bond ETF
VUSB
$8.79B
$25.3K ﹤0.01%
509
MRNA icon
1357
Moderna
MRNA
$18.8B
$25.2K ﹤0.01%
497
DDOG icon
1358
Datadog
DDOG
$83.3B
$25.1K ﹤0.01%
213
+13
QLTY icon
1359
GMO US Quality ETF
QLTY
$4.4B
$25.1K ﹤0.01%
695
ACI icon
1360
Albertsons Companies
ACI
$8.09B
$25.1K ﹤0.01%
1,474
IBDW icon
1361
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.38B
$25K ﹤0.01%
1,195
JBHT icon
1362
JB Hunt Transport Services
JBHT
$26.9B
$25K ﹤0.01%
118
+41
TSN icon
1363
Tyson Foods
TSN
$20.7B
$25K ﹤0.01%
390
+58
VTIP icon
1364
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$25K ﹤0.01%
500
HR icon
1365
Healthcare Realty
HR
$6.81B
$24.9K ﹤0.01%
1,466
BLOK icon
1366
Amplify Blockchain Technology ETF
BLOK
$1.26B
$24.7K ﹤0.01%
495
BRX icon
1367
Brixmor Property Group
BRX
$9.51B
$24.7K ﹤0.01%
856
UTF icon
1368
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$24.6K ﹤0.01%
950
+250
VIRT icon
1369
Virtu Financial
VIRT
$4.54B
$24.6K ﹤0.01%
559
BAH icon
1370
Booz Allen Hamilton
BAH
$9.52B
$24.6K ﹤0.01%
315
+303
CRI icon
1371
Carter's
CRI
$1.41B
$24.3K ﹤0.01%
680
+166
ALC icon
1372
Alcon
ALC
$32.6B
$24.3K ﹤0.01%
322
-83
BCS icon
1373
Barclays
BCS
$82.2B
$24.2K ﹤0.01%
1,146
+647
GMED icon
1374
Globus Medical
GMED
$10.9B
$24.2K ﹤0.01%
281
+100
SAM icon
1375
Boston Beer
SAM
$1.72B
$24.2K ﹤0.01%
+105