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
$4.99B
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
LFUS icon
1476
Littelfuse
LFUS
$8.23B
$3.63K ﹤0.01%
14
COPX icon
1477
Global X Copper Miners ETF NEW
COPX
$7.73B
$3.59K ﹤0.01%
+60
DOCS icon
1478
Doximity
DOCS
$4.61B
$3.58K ﹤0.01%
49
FIVE icon
1479
Five Below
FIVE
$12.2B
$3.56K ﹤0.01%
23
BSTZ icon
1480
BlackRock Science and Technology Term Trust
BSTZ
$1.46B
$3.55K ﹤0.01%
160
AROC icon
1481
Archrock
AROC
$6.4B
$3.53K ﹤0.01%
134
ICLR icon
1482
Icon
ICLR
$8.23B
$3.5K ﹤0.01%
20
LYG icon
1483
Lloyds Banking Group
LYG
$79B
$3.47K ﹤0.01%
765
SRVR icon
1484
Pacer Data & Infrastructure Real Estate ETF
SRVR
$375M
$3.45K ﹤0.01%
109
KLAC icon
1485
KLA
KLAC
$192B
$3.45K ﹤0.01%
3
BCE icon
1486
BCE
BCE
$24.5B
$3.39K ﹤0.01%
145
TT icon
1487
Trane Technologies
TT
$96.2B
$3.38K ﹤0.01%
8
BMBL icon
1488
Bumble
BMBL
$315M
$3.35K ﹤0.01%
550
ELI
1489
DELISTED
ELITE PHARMACEUTICAL
ELI
$3.32K ﹤0.01%
5,182
NE icon
1490
Noble Corp
NE
$7.31B
$3.31K ﹤0.01%
117
HYD icon
1491
VanEck High Yield Muni ETF
HYD
$4.21B
$3.31K ﹤0.01%
65
NVT icon
1492
nVent Electric
NVT
$17.9B
$3.25K ﹤0.01%
33
BPYPM
1493
Brookfield Property Partners 6.25% Class A Cumulative Redeemable Preferred Units Series 1
BPYPM
$3.16K ﹤0.01%
200
DEM icon
1494
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.52B
$3.13K ﹤0.01%
68
OTTR icon
1495
Otter Tail
OTTR
$3.69B
$3.12K ﹤0.01%
38
-29
EXC icon
1496
Exelon
EXC
$50.1B
$3.11K ﹤0.01%
69
+62
DXCM icon
1497
DexCom
DXCM
$26.1B
$3.1K ﹤0.01%
46
-600
MUR icon
1498
Murphy Oil
MUR
$4.75B
$3.07K ﹤0.01%
108
FICO icon
1499
Fair Isaac
FICO
$32.1B
$2.99K ﹤0.01%
2
PFFD icon
1500
Global X US Preferred ETF
PFFD
$2.22B
$2.99K ﹤0.01%
154