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
FV icon
1376
First Trust Dorsey Wright Focus 5 ETF
FV
$3.73B
$24.2K ﹤0.01%
400
ITEQ icon
1377
Amplify BlueStar Israel Technology ETF
ITEQ
$117M
$24.2K ﹤0.01%
+420
PVH icon
1378
PVH
PVH
$3.58B
$24.1K ﹤0.01%
346
+222
ISVL icon
1379
iShares International Developed Small Cap Value Factor ETF
ISVL
$318M
$24.1K ﹤0.01%
500
NWG icon
1380
NatWest
NWG
$62.9B
$24K ﹤0.01%
1,614
+891
PPC icon
1381
Pilgrim's Pride
PPC
$7.11B
$23.9K ﹤0.01%
634
+493
LPX icon
1382
Louisiana-Pacific
LPX
$4.93B
$23.9K ﹤0.01%
329
VUSV
1383
Vanguard Wellington U.S. Value Active ETF
VUSV
$68.2M
$23.9K ﹤0.01%
384
+32
HUN icon
1384
Huntsman Corp
HUN
$2.49B
$23.9K ﹤0.01%
1,795
SWK icon
1385
Stanley Black & Decker
SWK
$12.2B
$23.8K ﹤0.01%
335
STWD icon
1386
Starwood Property Trust
STWD
$6.32B
$23.8K ﹤0.01%
1,380
BAP icon
1387
Credicorp
BAP
$25.6B
$23.7K ﹤0.01%
70
-3
TEX icon
1388
Terex
TEX
$6.9B
$23.6K ﹤0.01%
400
TNDM icon
1389
Tandem Diabetes Care
TNDM
$1.33B
$23.6K ﹤0.01%
1,230
+870
FTGC icon
1390
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.56B
$23.6K ﹤0.01%
+821
WBS icon
1391
Webster Financial
WBS
$11.7B
$23.5K ﹤0.01%
339
INCY icon
1392
Incyte
INCY
$20.5B
$23.5K ﹤0.01%
250
BFC icon
1393
Bank First Corp
BFC
$1.58B
$23.5K ﹤0.01%
174
WDEF
1394
WisdomTree Europe Defense Fund
WDEF
$93.7M
$23.5K ﹤0.01%
+759
SCHC icon
1395
Schwab International Small-Cap Equity ETF
SCHC
$5.35B
$23.5K ﹤0.01%
502
-337
TAIL icon
1396
Cambria Tail Risk ETF
TAIL
$151M
$23.4K ﹤0.01%
2,000
SMFG icon
1397
Sumitomo Mitsui Financial
SMFG
$147B
$23.4K ﹤0.01%
1,185
+861
PECO icon
1398
Phillips Edison & Co
PECO
$5.08B
$23.4K ﹤0.01%
624
IDU icon
1399
iShares US Utilities ETF
IDU
$1.41B
$23.2K ﹤0.01%
200
BKLN icon
1400
Invesco Senior Loan ETF
BKLN
$7.13B
$23K ﹤0.01%
+1,126