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
MIST icon
1476
Milestone Pharmaceuticals
MIST
$161M
$20.2K ﹤0.01%
10,000
DRVN icon
1477
Driven Brands
DRVN
$2.13B
$20.2K ﹤0.01%
+1,362
CHTR icon
1478
Charter Communications
CHTR
$15.9B
$20K ﹤0.01%
96
+23
CPB icon
1479
Campbell Soup
CPB
$6.43B
$20K ﹤0.01%
+718
NWN icon
1480
Northwest Natural Holdings
NWN
$2.06B
$19.9K ﹤0.01%
425
SLM icon
1481
SLM Corp
SLM
$4.2B
$19.8K ﹤0.01%
+730
VICI icon
1482
VICI Properties
VICI
$29.3B
$19.7K ﹤0.01%
701
+344
VLUE icon
1483
iShares MSCI USA Value Factor ETF
VLUE
$16B
$19.7K ﹤0.01%
144
+1
GMAB icon
1484
Genmab
GMAB
$15.2B
$19.6K ﹤0.01%
+638
RYAAY icon
1485
Ryanair
RYAAY
$29.7B
$19.5K ﹤0.01%
+270
ETH
1486
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.61B
$19.5K ﹤0.01%
694
-87
TSN icon
1487
Tyson Foods
TSN
$20B
$19.5K ﹤0.01%
+332
LAZ icon
1488
Lazard
LAZ
$4.78B
$19.4K ﹤0.01%
400
TGNA
1489
DELISTED
TEGNA Inc
TGNA
$19.4K ﹤0.01%
1,000
SLF icon
1490
Sun Life Financial
SLF
$40.4B
$19.4K ﹤0.01%
311
+28
IBKR icon
1491
Interactive Brokers
IBKR
$38.8B
$19.4K ﹤0.01%
301
+181
PODD icon
1492
Insulet
PODD
$10.1B
$19.3K ﹤0.01%
+68
YORW icon
1493
York Water
YORW
$480M
$19.1K ﹤0.01%
+600
RMD icon
1494
ResMed
RMD
$28.2B
$19K ﹤0.01%
79
+78
HAUZ icon
1495
Xtrackers International Real Estate ETF
HAUZ
$1.01B
$19K ﹤0.01%
+818
ODFL icon
1496
Old Dominion Freight Line
ODFL
$51.1B
$19K ﹤0.01%
121
-87
MP icon
1497
MP Materials
MP
$11.7B
$18.7K ﹤0.01%
370
-1,024
CCL icon
1498
Carnival Corporation Ltd
CCL
$38.6B
$18.6K ﹤0.01%
610
+595
VIRT icon
1499
Virtu Financial
VIRT
$4.48B
$18.6K ﹤0.01%
+559
ALK icon
1500
Alaska Air
ALK
$4.76B
$18.6K ﹤0.01%
370
+350