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
NTRS icon
1351
Northern Trust
NTRS
$32B
$26.1K ﹤0.01%
+191
LFUS icon
1352
Littelfuse
LFUS
$12.1B
$26.1K ﹤0.01%
103
+89
XYZ
1353
Block Inc
XYZ
$42.2B
$26K ﹤0.01%
400
-45
JAZZ icon
1354
Jazz Pharmaceuticals
JAZZ
$15.1B
$26K ﹤0.01%
153
+119
PAYC icon
1355
Paycom
PAYC
$6.39B
$26K ﹤0.01%
+163
JVAL icon
1356
JPMorgan US Value Factor ETF
JVAL
$809M
$26K ﹤0.01%
+529
REMX icon
1357
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.94B
$25.9K ﹤0.01%
350
REG icon
1358
Regency Centers
REG
$14B
$25.8K ﹤0.01%
374
+350
NUE icon
1359
Nucor
NUE
$59.7B
$25.8K ﹤0.01%
158
+25
ETHA
1360
iShares Ethereum Trust ETF
ETHA
$5.28B
$25.8K ﹤0.01%
1,148
ADPV icon
1361
Adaptiv Select ETF
ADPV
$187M
$25.7K ﹤0.01%
600
MTDR icon
1362
Matador Resources
MTDR
$6.92B
$25.7K ﹤0.01%
+605
NET icon
1363
Cloudflare
NET
$95B
$25.6K ﹤0.01%
130
-50
VCRB icon
1364
Vanguard Core Bond ETF
VCRB
$6.6B
$25.6K ﹤0.01%
328
PPL icon
1365
PPL Corp
PPL
$26.5B
$25.5K ﹤0.01%
728
+718
MOO icon
1366
VanEck Agribusiness ETF
MOO
$947M
$25.5K ﹤0.01%
350
AVY icon
1367
Avery Dennison
AVY
$11.7B
$25.5K ﹤0.01%
140
+138
ALB icon
1368
Albemarle
ALB
$19.5B
$25.5K ﹤0.01%
+180
VUSB icon
1369
Vanguard Ultra-Short Bond ETF
VUSB
$8.25B
$25.4K ﹤0.01%
509
ACI icon
1370
Albertsons Companies
ACI
$7.85B
$25.3K ﹤0.01%
+1,474
NGG icon
1371
National Grid
NGG
$81B
$25.3K ﹤0.01%
327
-180
IBDW icon
1372
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.38B
$25.3K ﹤0.01%
1,195
CBZ icon
1373
CBIZ
CBZ
$1.79B
$25.2K ﹤0.01%
500
MTN icon
1374
Vail Resorts
MTN
$4.79B
$25.2K ﹤0.01%
190
+170
FV icon
1375
First Trust Dorsey Wright Focus 5 ETF
FV
$3.89B
$25.2K ﹤0.01%
400