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
LCID icon
1476
Lucid Motors
LCID
$2B
$18.4K ﹤0.01%
1,932
+1,931
IQLT icon
1477
iShares MSCI Intl Quality Factor ETF
IQLT
$13.1B
$18.4K ﹤0.01%
398
AA icon
1478
Alcoa
AA
$19B
$18.4K ﹤0.01%
277
INOD icon
1479
Innodata
INOD
$3.33B
$18.3K ﹤0.01%
475
YORW icon
1480
York Water
YORW
$491M
$18.3K ﹤0.01%
600
BHF icon
1481
Brighthouse Financial
BHF
$3.6B
$18.3K ﹤0.01%
305
+24
ETHA
1482
iShares Ethereum Trust ETF
ETHA
$4.48B
$18.2K ﹤0.01%
1,148
BBEU icon
1483
JPMorgan BetaBuilders Europe ETF
BBEU
$8.96B
$18.1K ﹤0.01%
250
VDE icon
1484
Vanguard Energy ETF
VDE
$9.87B
$18K ﹤0.01%
104
BC icon
1485
Brunswick
BC
$5.22B
$17.9K ﹤0.01%
246
FTC icon
1486
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.32B
$17.9K ﹤0.01%
116
WST icon
1487
West Pharmaceutical
WST
$22.2B
$17.8K ﹤0.01%
71
+6
CURB
1488
Curbline Properties
CURB
$3.09B
$17.8K ﹤0.01%
689
+672
VTRS icon
1489
Viatris
VTRS
$18.5B
$17.7K ﹤0.01%
1,313
AVEM icon
1490
Avantis Emerging Markets Equity ETF
AVEM
$24.5B
$17.7K ﹤0.01%
220
SLF icon
1491
Sun Life Financial
SLF
$40.9B
$17.7K ﹤0.01%
283
-28
JKHY icon
1492
Jack Henry & Associates
JKHY
$9.24B
$17.5K ﹤0.01%
111
-5
FELV icon
1493
Fidelity Enhanced Large Cap Value ETF
FELV
$3.02B
$17.5K ﹤0.01%
500
SBAC icon
1494
SBA Communications
SBAC
$22.1B
$17.4K ﹤0.01%
101
+42
XYL icon
1495
Xylem
XYL
$26.1B
$17.3K ﹤0.01%
145
-77
LB
1496
LandBridge Co
LB
$1.96B
$17.3K ﹤0.01%
250
ASX icon
1497
ASE Group
ASX
$74.7B
$17.2K ﹤0.01%
794
MSTR icon
1498
Strategy Inc
MSTR
$42.4B
$17.1K ﹤0.01%
137
-370
LAZ icon
1499
Lazard
LAZ
$4.56B
$17K ﹤0.01%
400
CMPS
1500
Compass Pathways
CMPS
$1.63B
$17K ﹤0.01%
3,070
+700