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
HCI icon
1376
HCI Group
HCI
$2.11B
$6.53K ﹤0.01%
34
SWZ
1377
Swiss Helvetia Fund
SWZ
$102M
$6.49K ﹤0.01%
1,068
CIVB icon
1378
Civista Bancshares
CIVB
$465M
$6.48K ﹤0.01%
319
HOV icon
1379
Hovnanian Enterprises
HOV
$647M
$6.42K ﹤0.01%
50
RSPF icon
1380
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$270M
$6.38K ﹤0.01%
82
KRE icon
1381
State Street SPDR S&P Regional Banking ETF
KRE
$3.94B
$6.33K ﹤0.01%
100
-50
EMM icon
1382
Global X Emerging Markets ex-China ETF
EMM
$64.3M
$6.29K ﹤0.01%
200
GVA icon
1383
Granite Construction
GVA
$5.41B
$6.25K ﹤0.01%
57
VTWV icon
1384
Vanguard Russell 2000 Value ETF
VTWV
$1.02B
$6.24K ﹤0.01%
40
DINO icon
1385
HF Sinclair
DINO
$9.58B
$6.23K ﹤0.01%
119
-11,040
DKNG icon
1386
DraftKings
DKNG
$12.4B
$6.17K ﹤0.01%
165
-35
SAP icon
1387
SAP
SAP
$228B
$6.15K ﹤0.01%
23
DSL
1388
DoubleLine Income Solutions Fund
DSL
$1.28B
$6.14K ﹤0.01%
500
WSO icon
1389
Watsco Inc
WSO
$15.4B
$6.06K ﹤0.01%
15
CNC icon
1390
Centene
CNC
$17.9B
$6.03K ﹤0.01%
169
-4
AOS icon
1391
A.O. Smith
AOS
$9.66B
$6.02K ﹤0.01%
82
TLGYW
1392
DELISTED
TLGY Acquisition Corporation Warrant
TLGYW
$6K ﹤0.01%
5,000
PBR icon
1393
Petrobras
PBR
$116B
$5.98K ﹤0.01%
472
NJR icon
1394
New Jersey Resources
NJR
$5.48B
$5.97K ﹤0.01%
124
EQH icon
1395
Equitable Holdings
EQH
$11B
$5.94K ﹤0.01%
117
HLMN icon
1396
Hillman Solutions
HLMN
$1.62B
$5.93K ﹤0.01%
646
DCI icon
1397
Donaldson
DCI
$10.3B
$5.89K ﹤0.01%
72
BAY
1398
DELISTED
BAYER AG SPONS ADR
BAY
$5.89K ﹤0.01%
710
USRT icon
1399
iShares Core US REIT ETF
USRT
$3.62B
$5.87K ﹤0.01%
100
JEPQ icon
1400
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.6B
$5.75K ﹤0.01%
+100