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
PECO icon
1426
Phillips Edison & Co
PECO
$4.85B
$22.2K ﹤0.01%
624
IYG icon
1427
iShares US Financial Services ETF
IYG
$1.91B
$22.1K ﹤0.01%
240
BCV
1428
Bancroft Fund
BCV
$128M
$22.1K ﹤0.01%
1,000
BJ
1429
DELISTED
BJ'S WHOLESALE CLUB
BJ
$22.1K ﹤0.01%
+245
VUSV
1430
Vanguard Wellington U.S. Value Active ETF
VUSV
$54.5M
$22.1K ﹤0.01%
+352
FIVE icon
1431
Five Below
FIVE
$12.2B
$22K ﹤0.01%
117
+94
TAK icon
1432
Takeda Pharmaceutical
TAK
$57.5B
$22K ﹤0.01%
1,413
VICR icon
1433
Vicor
VICR
$7.85B
$21.9K ﹤0.01%
200
PATK icon
1434
Patrick Industries
PATK
$3.85B
$21.9K ﹤0.01%
202
SPWH icon
1435
Sportsman's Warehouse
SPWH
$51.9M
$21.9K ﹤0.01%
15,000
-20,000
NTES icon
1436
NetEase
NTES
$74.6B
$21.9K ﹤0.01%
+159
OSK icon
1437
Oshkosh
OSK
$9.78B
$21.9K ﹤0.01%
+174
BIIB icon
1438
Biogen
BIIB
$27.7B
$21.8K ﹤0.01%
124
+122
BXP icon
1439
Boston Properties
BXP
$8.48B
$21.8K ﹤0.01%
323
+307
RRC icon
1440
Range Resources
RRC
$9.57B
$21.8K ﹤0.01%
+618
SGOV icon
1441
iShares 0-3 Month Treasury Bond ETF
SGOV
$76.3B
$21.8K ﹤0.01%
217
AKAM icon
1442
Akamai
AKAM
$15.1B
$21.7K ﹤0.01%
249
-1,251
BIP icon
1443
Brookfield Infrastructure Partners
BIP
$17.6B
$21.7K ﹤0.01%
625
IDU icon
1444
iShares US Utilities ETF
IDU
$1.47B
$21.7K ﹤0.01%
200
AR icon
1445
Antero Resources
AR
$11.6B
$21.4K ﹤0.01%
+622
FND icon
1446
Floor & Decor
FND
$6.44B
$21.4K ﹤0.01%
352
+335
MUFG icon
1447
Mitsubishi UFJ Financial
MUFG
$197B
$21.4K ﹤0.01%
1,350
+1,079
AVB icon
1448
AvalonBay Communities
AVB
$24.4B
$21.4K ﹤0.01%
118
-49
TEX icon
1449
Terex
TEX
$7.26B
$21.4K ﹤0.01%
400
WBS icon
1450
Webster Financial
WBS
$11.1B
$21.3K ﹤0.01%
+339