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
SEB icon
1501
Seaboard Corp
SEB
$5.2B
$17K ﹤0.01%
3
ESGE icon
1502
iShares ESG Aware MSCI EM ETF
ESGE
$6.52B
$17K ﹤0.01%
373
ARE icon
1503
Alexandria Real Estate Equities
ARE
$8.94B
$16.9K ﹤0.01%
365
+106
ASH icon
1504
Ashland
ASH
$2.57B
$16.7K ﹤0.01%
300
-420
EQR icon
1505
Equity Residential
EQR
$25.6B
$16.6K ﹤0.01%
281
-400
FIX icon
1506
Comfort Systems
FIX
$64.9B
$16.5K ﹤0.01%
12
-3
DRIV icon
1507
Global X Autonomous & Electric Vehicles ETF
DRIV
$445M
$16.5K ﹤0.01%
542
+1
JOBY icon
1508
Joby Aviation
JOBY
$9.39B
$16.5K ﹤0.01%
2,000
ETH
1509
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.43B
$16.5K ﹤0.01%
829
+135
DOCU
1510
DocuSign
DOCU
$9.18B
$16.5K ﹤0.01%
347
-53
ITT icon
1511
ITT
ITT
$17.1B
$16.4K ﹤0.01%
+86
CC icon
1512
Chemours
CC
$3.08B
$16.4K ﹤0.01%
743
PULS icon
1513
PGIM Ultra Short Bond ETF
PULS
$16.3B
$16.3K ﹤0.01%
329
-863
DSGX icon
1514
Descartes Systems
DSGX
$6.47B
$16.2K ﹤0.01%
227
+180
WRD
1515
WeRide Inc
WRD
$2.18B
$16.2K ﹤0.01%
2,000
-25,000
WHR icon
1516
Whirlpool
WHR
$2.56B
$16.2K ﹤0.01%
300
-214
MLPA icon
1517
Global X MLP ETF
MLPA
$2.18B
$16.2K ﹤0.01%
300
WU icon
1518
Western Union
WU
$2.34B
$16.1K ﹤0.01%
1,840
LBTYK icon
1519
Liberty Global Class C
LBTYK
$3.83B
$16K ﹤0.01%
1,367
DTCR icon
1520
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.2B
$16K ﹤0.01%
668
+413
GT icon
1521
Goodyear
GT
$1.64B
$15.9K ﹤0.01%
2,400
+1,000
CCL icon
1522
Carnival Corporation Ltd
CCL
$38B
$15.8K ﹤0.01%
610
BRO icon
1523
Brown & Brown
BRO
$20B
$15.8K ﹤0.01%
242
-185
CHTR icon
1524
Charter Communications
CHTR
$16.2B
$15.8K ﹤0.01%
73
-23
VCLT icon
1525
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.29B
$15.7K ﹤0.01%
210