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
THRO
1451
iShares U.S. Thematic Rotation Active ETF
THRO
$6.53B
$19.7K ﹤0.01%
545
DVN icon
1452
Devon Energy
DVN
$51.1B
$19.6K ﹤0.01%
389
GME icon
1453
GameStop
GME
$9.78B
$19.5K ﹤0.01%
846
+556
WDS icon
1454
Woodside Energy
WDS
$40.6B
$19.5K ﹤0.01%
815
+720
RELX icon
1455
RELX
RELX
$61.9B
$19.4K ﹤0.01%
585
+441
CNP icon
1456
CenterPoint Energy
CNP
$27.9B
$19.4K ﹤0.01%
449
FCFS icon
1457
FirstCash
FCFS
$9.88B
$19.4K ﹤0.01%
103
AGNC icon
1458
AGNC Investment
AGNC
$11.7B
$19.3K ﹤0.01%
1,928
SPMB icon
1459
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.93B
$19.3K ﹤0.01%
861
+107
AVB icon
1460
AvalonBay Communities
AVB
$26.9B
$19.3K ﹤0.01%
118
FRE
1461
DELISTED
FREDDIE MAC D/B/A VOTING
FRE
$19.2K ﹤0.01%
3,000
VICI icon
1462
VICI Properties
VICI
$30B
$19.2K ﹤0.01%
701
FTA icon
1463
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.32B
$19.1K ﹤0.01%
207
TTD icon
1464
Trade Desk
TTD
$9.38B
$19K ﹤0.01%
839
+408
SNN icon
1465
Smith & Nephew
SNN
$13B
$19K ﹤0.01%
599
+292
TEM
1466
Tempus AI
TEM
$8.34B
$19K ﹤0.01%
420
MTCH icon
1467
Match Group
MTCH
$8.03B
$18.9K ﹤0.01%
615
+431
HTGC icon
1468
Hercules Capital
HTGC
$2.86B
$18.8K ﹤0.01%
1,275
+25
EWY icon
1469
iShares MSCI South Korea ETF
EWY
$20.6B
$18.8K ﹤0.01%
153
+135
HDB icon
1470
HDFC Bank
HDB
$120B
$18.8K ﹤0.01%
754
-766
FELG icon
1471
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.54B
$18.7K ﹤0.01%
500
ARKQ icon
1472
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.18B
$18.7K ﹤0.01%
166
+103
WTW icon
1473
Willis Towers Watson
WTW
$24.9B
$18.6K ﹤0.01%
64
-63
HPQ icon
1474
HP
HPQ
$23.4B
$18.5K ﹤0.01%
964
+209
CWB icon
1475
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.18B
$18.5K ﹤0.01%
+202