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
OMC icon
1501
Omnicom Group
OMC
$21.6B
$18.6K ﹤0.01%
230
+145
FTC icon
1502
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.38B
$18.5K ﹤0.01%
116
CPRT icon
1503
Copart
CPRT
$28.5B
$18.4K ﹤0.01%
469
+419
BBEU icon
1504
JPMorgan BetaBuilders Europe ETF
BBEU
$9.14B
$18.3K ﹤0.01%
+250
BC icon
1505
Brunswick
BC
$5.36B
$18.3K ﹤0.01%
+246
TOST icon
1506
Toast
TOST
$14.6B
$18.3K ﹤0.01%
514
BHF icon
1507
Brighthouse Financial
BHF
$3.58B
$18.2K ﹤0.01%
281
+268
DEI icon
1508
Douglas Emmett
DEI
$2.04B
$18.2K ﹤0.01%
+1,653
NLY icon
1509
Annaly Capital Management
NLY
$15.6B
$18.1K ﹤0.01%
810
+685
EMB icon
1510
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$18.1K ﹤0.01%
188
+7
IQLT icon
1511
iShares MSCI Intl Quality Factor ETF
IQLT
$13.4B
$18.1K ﹤0.01%
398
+6
TECH icon
1512
Bio-Techne
TECH
$8.33B
$18K ﹤0.01%
306
+302
HUN icon
1513
Huntsman Corp
HUN
$2.5B
$17.9K ﹤0.01%
+1,795
WST icon
1514
West Pharmaceutical
WST
$22.4B
$17.9K ﹤0.01%
65
+64
FTA icon
1515
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.32B
$17.8K ﹤0.01%
207
RGA icon
1516
Reinsurance Group of America
RGA
$13B
$17.7K ﹤0.01%
+87
ICUI icon
1517
ICU Medical
ICUI
$3.37B
$17.7K ﹤0.01%
+124
TXG icon
1518
10x Genomics
TXG
$4.25B
$17.6K ﹤0.01%
+1,081
ADV icon
1519
Advantage Solutions
ADV
$509M
$17.6K ﹤0.01%
+800
THC icon
1520
Tenet Healthcare
THC
$13.9B
$17.5K ﹤0.01%
+88
FDS icon
1521
Factset
FDS
$9.29B
$17.4K ﹤0.01%
60
+59
FELV icon
1522
Fidelity Enhanced Large Cap Value ETF
FELV
$3.14B
$17.3K ﹤0.01%
+500
CNP icon
1523
CenterPoint Energy
CNP
$27.4B
$17.2K ﹤0.01%
449
+372
MSCI icon
1524
MSCI
MSCI
$45.1B
$17.2K ﹤0.01%
30
+20
LOUP icon
1525
Innovator Deepwater Frontier Tech ETF
LOUP
$222M
$17.2K ﹤0.01%
225