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
WBS icon
1451
Webster Financial
WBS
$11.8B
$21.3K ﹤0.01%
+339
JPEM icon
1452
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$389M
$21.3K ﹤0.01%
350
INTF icon
1453
iShares International Equity Factor ETF
INTF
$3.48B
$21.3K ﹤0.01%
563
BFC icon
1454
Bank First Corp
BFC
$1.57B
$21.2K ﹤0.01%
174
JKHY icon
1455
Jack Henry & Associates
JKHY
$9.29B
$21.2K ﹤0.01%
116
+115
ISTB icon
1456
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.7B
$21.2K ﹤0.01%
434
IVLU icon
1457
iShares MSCI Intl Value Factor ETF
IVLU
$4.31B
$21.2K ﹤0.01%
556
THRO
1458
iShares U.S. Thematic Rotation Active ETF
THRO
$8.98B
$21K ﹤0.01%
+545
ICF icon
1459
iShares Select U.S. REIT ETF
ICF
$2.08B
$21K ﹤0.01%
352
BAP icon
1460
Credicorp
BAP
$25.9B
$21K ﹤0.01%
+73
XRAY icon
1461
Dentsply Sirona
XRAY
$1.98B
$20.9K ﹤0.01%
+1,831
FELG icon
1462
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.79B
$20.9K ﹤0.01%
+500
WHF icon
1463
WhiteHorse Finance
WHF
$147M
$20.9K ﹤0.01%
3,000
DLTR icon
1464
Dollar Tree
DLTR
$21B
$20.8K ﹤0.01%
+169
TTE icon
1465
TotalEnergies
TTE
$200B
$20.7K ﹤0.01%
+317
AGNC icon
1466
AGNC Investment
AGNC
$11.8B
$20.7K ﹤0.01%
+1,928
DASH icon
1467
DoorDash
DASH
$69.7B
$20.6K ﹤0.01%
91
+89
SNY icon
1468
Sanofi
SNY
$106B
$20.4K ﹤0.01%
+422
MAT icon
1469
Mattel
MAT
$4.13B
$20.4K ﹤0.01%
+1,030
ATI icon
1470
ATI
ATI
$24.7B
$20.4K ﹤0.01%
+178
TREX icon
1471
Trex
TREX
$4.17B
$20.4K ﹤0.01%
+581
OLN icon
1472
Olin
OLN
$2.84B
$20.3K ﹤0.01%
+974
DRS icon
1473
Leonardo DRS
DRS
$12.5B
$20.3K ﹤0.01%
+595
HLNE icon
1474
Hamilton Lane
HLNE
$3.61B
$20.3K ﹤0.01%
+151
IDVO icon
1475
Amplify International Enhanced Dividend Income ETF
IDVO
$1.2B
$20.2K ﹤0.01%
527