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
$4.84B
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 12.63%
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
LFUS icon
1351
Littelfuse
LFUS
$8.13B
$26.1K ﹤0.01%
103
+89
XYZ
1352
Block Inc
XYZ
$39.3B
$26K ﹤0.01%
400
-45
JAZZ icon
1353
Jazz Pharmaceuticals
JAZZ
$11.4B
$26K ﹤0.01%
153
+119
PAYC icon
1354
Paycom
PAYC
$7.01B
$26K ﹤0.01%
+163
JVAL icon
1355
JPMorgan US Value Factor ETF
JVAL
$694M
$26K ﹤0.01%
+529
REMX icon
1356
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.96B
$25.9K ﹤0.01%
350
REG icon
1357
Regency Centers
REG
$14.3B
$25.8K ﹤0.01%
374
+350
NUE icon
1358
Nucor
NUE
$38.8B
$25.8K ﹤0.01%
158
+25
ETHA
1359
iShares Ethereum Trust ETF
ETHA
$6.8B
$25.8K ﹤0.01%
1,148
ADPV icon
1360
Adaptiv Select ETF
ADPV
$159M
$25.7K ﹤0.01%
600
MTDR icon
1361
Matador Resources
MTDR
$6.77B
$25.7K ﹤0.01%
+605
NET icon
1362
Cloudflare
NET
$73B
$25.6K ﹤0.01%
130
-50
VCRB icon
1363
Vanguard Core Bond ETF
VCRB
$6.25B
$25.6K ﹤0.01%
328
PPL icon
1364
PPL Corp
PPL
$28.4B
$25.5K ﹤0.01%
728
+718
MOO icon
1365
VanEck Agribusiness ETF
MOO
$994M
$25.5K ﹤0.01%
350
AVY icon
1366
Avery Dennison
AVY
$13.4B
$25.5K ﹤0.01%
140
+138
ALB icon
1367
Albemarle
ALB
$19.6B
$25.5K ﹤0.01%
+180
VUSB icon
1368
Vanguard Ultra-Short Bond ETF
VUSB
$7.99B
$25.4K ﹤0.01%
509
ACI icon
1369
Albertsons Companies
ACI
$8.61B
$25.3K ﹤0.01%
+1,474
NGG icon
1370
National Grid
NGG
$89.3B
$25.3K ﹤0.01%
327
-180
IBDW icon
1371
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.29B
$25.3K ﹤0.01%
1,195
CBZ icon
1372
CBIZ
CBZ
$1.43B
$25.2K ﹤0.01%
500
MTN icon
1373
Vail Resorts
MTN
$4.84B
$25.2K ﹤0.01%
190
+170
FV icon
1374
First Trust Dorsey Wright Focus 5 ETF
FV
$3.41B
$25.2K ﹤0.01%
400
TGLS icon
1375
Tecnoglass
TGLS
$1.91B
$25.2K ﹤0.01%
500