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
WVE icon
1426
Wave Life Sciences
WVE
$1.1B
$21.8K ﹤0.01%
3,000
JPEM icon
1427
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$379M
$21.7K ﹤0.01%
350
QBTS icon
1428
D-Wave Quantum
QBTS
$8.84B
$21.7K ﹤0.01%
1,505
BCV
1429
Bancroft Fund
BCV
$150M
$21.5K ﹤0.01%
1,000
CHE icon
1430
Chemed
CHE
$5.86B
$21.5K ﹤0.01%
57
ELAN icon
1431
Elanco Animal Health
ELAN
$11.8B
$21.5K ﹤0.01%
899
+146
BBAI icon
1432
BigBear.ai
BBAI
$2.01B
$21.5K ﹤0.01%
6,104
+3,854
URA icon
1433
Global X Uranium ETF
URA
$6.29B
$21.4K ﹤0.01%
+441
IHG icon
1434
InterContinental Hotels
IHG
$24.1B
$21.4K ﹤0.01%
160
+91
XRAY icon
1435
Dentsply Sirona
XRAY
$2B
$21.2K ﹤0.01%
1,831
KMX icon
1436
CarMax
KMX
$6.69B
$21.2K ﹤0.01%
509
+325
TREX icon
1437
Trex
TREX
$4.12B
$21.2K ﹤0.01%
581
MSCI icon
1438
MSCI
MSCI
$44.8B
$21K ﹤0.01%
39
+9
BAX icon
1439
Baxter International
BAX
$10B
$20.9K ﹤0.01%
1,244
-36
EVN
1440
Eaton Vance Municipal Income Trust
EVN
$429M
$20.8K ﹤0.01%
1,999
-207
PR icon
1441
Permian Resources
PR
$16.1B
$20.7K ﹤0.01%
973
VLUE icon
1442
iShares MSCI USA Value Factor ETF
VLUE
$13.9B
$20.6K ﹤0.01%
145
+1
EXC icon
1443
Exelon
EXC
$46.8B
$20.5K ﹤0.01%
418
+75
HIT
1444
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$20.3K ﹤0.01%
698
+475
BROS icon
1445
Dutch Bros
BROS
$7.62B
$20.3K ﹤0.01%
400
VTES icon
1446
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.99B
$20.2K ﹤0.01%
+200
RDDT icon
1447
Reddit
RDDT
$33.4B
$20.2K ﹤0.01%
150
-1,500
MEDP icon
1448
Medpace
MEDP
$13B
$20.2K ﹤0.01%
42
FMX icon
1449
Fomento Económico Mexicano
FMX
$41.9B
$20K ﹤0.01%
180
-204
IYG icon
1450
iShares US Financial Services ETF
IYG
$1.94B
$19.9K ﹤0.01%
240