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
DRVN icon
1476
Driven Brands
DRVN
$1.69B
$20.2K ﹤0.01%
+1,362
CHTR icon
1477
Charter Communications
CHTR
$27.8B
$20K ﹤0.01%
96
+23
CPB icon
1478
Campbell Soup
CPB
$7.36B
$20K ﹤0.01%
+718
NWN icon
1479
Northwest Natural Holdings
NWN
$2.15B
$19.9K ﹤0.01%
425
SLM icon
1480
SLM Corp
SLM
$3.95B
$19.8K ﹤0.01%
+730
VICI icon
1481
VICI Properties
VICI
$31.3B
$19.7K ﹤0.01%
701
+344
VLUE icon
1482
iShares MSCI USA Value Factor ETF
VLUE
$10.1B
$19.7K ﹤0.01%
144
+1
GMAB icon
1483
Genmab
GMAB
$17.2B
$19.6K ﹤0.01%
+638
RYAAY icon
1484
Ryanair
RYAAY
$33.4B
$19.5K ﹤0.01%
+270
ETH
1485
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.64B
$19.5K ﹤0.01%
694
-87
TSN icon
1486
Tyson Foods
TSN
$21.2B
$19.5K ﹤0.01%
+332
LAZ icon
1487
Lazard
LAZ
$4.04B
$19.4K ﹤0.01%
400
TGNA icon
1488
TEGNA Inc
TGNA
$3.36B
$19.4K ﹤0.01%
1,000
SLF icon
1489
Sun Life Financial
SLF
$35.2B
$19.4K ﹤0.01%
311
+28
IBKR icon
1490
Interactive Brokers
IBKR
$30.5B
$19.4K ﹤0.01%
301
+181
PODD icon
1491
Insulet
PODD
$16.8B
$19.3K ﹤0.01%
+68
YORW icon
1492
York Water
YORW
$458M
$19.1K ﹤0.01%
+600
RMD icon
1493
ResMed
RMD
$36B
$19K ﹤0.01%
79
+78
HAUZ icon
1494
Xtrackers International Real Estate ETF
HAUZ
$1.02B
$19K ﹤0.01%
+818
ODFL icon
1495
Old Dominion Freight Line
ODFL
$40.6B
$19K ﹤0.01%
121
-87
MP icon
1496
MP Materials
MP
$10.9B
$18.7K ﹤0.01%
370
-1,024
CCL icon
1497
Carnival Corp
CCL
$36.3B
$18.6K ﹤0.01%
610
+595
VIRT icon
1498
Virtu Financial
VIRT
$3.56B
$18.6K ﹤0.01%
+559
ALK icon
1499
Alaska Air
ALK
$4.85B
$18.6K ﹤0.01%
370
+350
OMC icon
1500
Omnicom Group
OMC
$25.1B
$18.6K ﹤0.01%
230
+145