AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
SE icon
1451
Sea Limited
SE
$52.6B
$4.11K ﹤0.01%
23
RODM icon
1452
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.47B
$4.05K ﹤0.01%
114
AMBA icon
1453
Ambarella
AMBA
$2.79B
$4.04K ﹤0.01%
+49
TROW icon
1454
T. Rowe Price
TROW
$21.9B
$4K ﹤0.01%
39
HYMB icon
1455
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.9B
$3.99K ﹤0.01%
160
CGNX icon
1456
Cognex
CGNX
$8.98B
$3.94K ﹤0.01%
87
IHE icon
1457
iShares US Pharmaceuticals ETF
IHE
$939M
$3.92K ﹤0.01%
+54
EME icon
1458
Emcor
EME
$38.4B
$3.9K ﹤0.01%
6
EGP icon
1459
EastGroup Properties
EGP
$10.9B
$3.89K ﹤0.01%
23
ICLN icon
1460
iShares Global Clean Energy ETF
ICLN
$2.4B
$3.87K ﹤0.01%
250
BWA icon
1461
BorgWarner
BWA
$11.2B
$3.87K ﹤0.01%
88
VFF icon
1462
Village Farms International
VFF
$321M
$3.83K ﹤0.01%
1,225
WAB icon
1463
Wabtec
WAB
$44.7B
$3.81K ﹤0.01%
19
-2
ENSG icon
1464
The Ensign Group
ENSG
$11B
$3.8K ﹤0.01%
22
DT
1465
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$3.79K ﹤0.01%
111
PALL icon
1466
abrdn Physical Palladium Shares ETF
PALL
$794M
$3.77K ﹤0.01%
33
EW icon
1467
Edwards Lifesciences
EW
$47.4B
$3.73K ﹤0.01%
48
IOT icon
1468
Samsara
IOT
$17B
$3.73K ﹤0.01%
100
PGX icon
1469
Invesco Preferred ETF
PGX
$3.9B
$3.71K ﹤0.01%
320
LWLG icon
1470
Lightwave Logic
LWLG
$1.74B
$3.71K ﹤0.01%
1,000
HIMS icon
1471
Hims & Hers Health
HIMS
$6.36B
$3.69K ﹤0.01%
+65
TEAM icon
1472
Atlassian
TEAM
$18.4B
$3.67K ﹤0.01%
23
CMCO icon
1473
Columbus McKinnon
CMCO
$448M
$3.67K ﹤0.01%
256
MRNA icon
1474
Moderna
MRNA
$18.7B
$3.67K ﹤0.01%
142
+27
SPSC icon
1475
SPS Commerce
SPSC
$2.04B
$3.65K ﹤0.01%
35