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
TGLS icon
1376
Tecnoglass
TGLS
$1.9B
$25.2K ﹤0.01%
500
KEYS icon
1377
Keysight
KEYS
$58.6B
$25K ﹤0.01%
123
+119
CIVI
1378
DELISTED
Civitas Resources
CIVI
$25K ﹤0.01%
+922
HAS icon
1379
Hasbro
HAS
$12B
$24.9K ﹤0.01%
+304
SWK icon
1380
Stanley Black & Decker
SWK
$12.3B
$24.9K ﹤0.01%
335
+312
RVTY icon
1381
Revvity
RVTY
$11.4B
$24.9K ﹤0.01%
+257
STWD icon
1382
Starwood Property Trust
STWD
$6.34B
$24.9K ﹤0.01%
+1,380
GPK icon
1383
Graphic Packaging
GPK
$3.15B
$24.8K ﹤0.01%
+1,650
HR icon
1384
Healthcare Realty
HR
$6.78B
$24.8K ﹤0.01%
+1,466
GORO icon
1385
Gold Resource Corp
GORO
$207M
$24.8K ﹤0.01%
+30,000
MHK icon
1386
Mohawk Industries
MHK
$6.41B
$24.8K ﹤0.01%
+227
TEM
1387
Tempus AI
TEM
$9.38B
$24.8K ﹤0.01%
420
+31
VTIP icon
1388
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18B
$24.7K ﹤0.01%
500
INCY icon
1389
Incyte
INCY
$20.2B
$24.7K ﹤0.01%
250
-3
CMS icon
1390
CMS Energy
CMS
$21.7B
$24.5K ﹤0.01%
351
+341
BROS icon
1391
Dutch Bros
BROS
$7.67B
$24.5K ﹤0.01%
+400
BAX icon
1392
Baxter International
BAX
$9.99B
$24.5K ﹤0.01%
1,280
+1,069
RITM icon
1393
Rithm Capital
RITM
$5.12B
$24.5K ﹤0.01%
+2,244
CHE icon
1394
Chemed
CHE
$5.74B
$24.4K ﹤0.01%
57
+54
TW icon
1395
Tradeweb Markets
TW
$21.4B
$24.3K ﹤0.01%
+226
W icon
1396
Wayfair
W
$9.57B
$24.3K ﹤0.01%
242
+112
CRS icon
1397
Carpenter Technology
CRS
$24.5B
$24.2K ﹤0.01%
77
+49
INOD icon
1398
Innodata
INOD
$3.97B
$24.2K ﹤0.01%
475
+300
VRSN icon
1399
VeriSign
VRSN
$26.7B
$24.1K ﹤0.01%
99
+97
STLD icon
1400
Steel Dynamics
STLD
$39.9B
$23.9K ﹤0.01%
+141