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
FTC icon
1501
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.2B
$18.5K ﹤0.01%
116
CPRT icon
1502
Copart
CPRT
$35B
$18.4K ﹤0.01%
469
+419
BBEU icon
1503
JPMorgan BetaBuilders Europe ETF
BBEU
$8.79B
$18.3K ﹤0.01%
+250
BC icon
1504
Brunswick
BC
$4.67B
$18.3K ﹤0.01%
+246
TOST icon
1505
Toast
TOST
$17B
$18.3K ﹤0.01%
514
BHF icon
1506
Brighthouse Financial
BHF
$3.45B
$18.2K ﹤0.01%
281
+268
DEI icon
1507
Douglas Emmett
DEI
$1.69B
$18.2K ﹤0.01%
+1,653
NLY icon
1508
Annaly Capital Management
NLY
$16.2B
$18.1K ﹤0.01%
810
+685
EMB icon
1509
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$17.4B
$18.1K ﹤0.01%
188
+7
IQLT icon
1510
iShares MSCI Intl Quality Factor ETF
IQLT
$12.2B
$18.1K ﹤0.01%
398
+6
TECH icon
1511
Bio-Techne
TECH
$8.26B
$18K ﹤0.01%
306
+302
HUN icon
1512
Huntsman Corp
HUN
$2.1B
$17.9K ﹤0.01%
+1,795
WST icon
1513
West Pharmaceutical
WST
$16.8B
$17.9K ﹤0.01%
65
+64
FTA icon
1514
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.25B
$17.8K ﹤0.01%
207
RGA icon
1515
Reinsurance Group of America
RGA
$13.6B
$17.7K ﹤0.01%
+87
ICUI icon
1516
ICU Medical
ICUI
$3.27B
$17.7K ﹤0.01%
+124
TXG icon
1517
10x Genomics
TXG
$2.61B
$17.6K ﹤0.01%
+1,081
ADV icon
1518
Advantage Solutions
ADV
$221M
$17.6K ﹤0.01%
+20,000
THC icon
1519
Tenet Healthcare
THC
$20.6B
$17.5K ﹤0.01%
+88
FDS icon
1520
Factset
FDS
$7.87B
$17.4K ﹤0.01%
60
+59
FELV icon
1521
Fidelity Enhanced Large Cap Value ETF
FELV
$2.74B
$17.3K ﹤0.01%
+500
CNP icon
1522
CenterPoint Energy
CNP
$28.2B
$17.2K ﹤0.01%
449
+372
MSCI icon
1523
MSCI
MSCI
$40.4B
$17.2K ﹤0.01%
30
+20
LOUP icon
1524
Innovator Deepwater Frontier Tech ETF
LOUP
$165M
$17.2K ﹤0.01%
225
WU icon
1525
Western Union
WU
$3.05B
$17.1K ﹤0.01%
+1,840