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
DRI icon
1526
Darden Restaurants
DRI
$22.7B
$15.7K ﹤0.01%
80
-9
KRC icon
1527
Kilroy Realty
KRC
$4.31B
$15.6K ﹤0.01%
554
-1,308
FFIV icon
1528
F5
FFIV
$22.2B
$15.6K ﹤0.01%
54
+29
MIG icon
1529
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$19.1M
$15.6K ﹤0.01%
729
+5
ESAB icon
1530
ESAB
ESAB
$5.35B
$15.6K ﹤0.01%
161
-183
ZWS icon
1531
Zurn Elkay Water Solutions
ZWS
$7.9B
$15.5K ﹤0.01%
346
IPAY icon
1532
Amplify Mobile Payments ETF
IPAY
$151M
$15.4K ﹤0.01%
+360
TAP icon
1533
Molson Coors Class B
TAP
$7.33B
$15.4K ﹤0.01%
357
-504
QGEN icon
1534
Qiagen
QGEN
$7.57B
$15.3K ﹤0.01%
382
-827
DB icon
1535
Deutsche Bank
DB
$60.3B
$15.3K ﹤0.01%
513
+420
CACC icon
1536
Credit Acceptance
CACC
$5.7B
$15.2K ﹤0.01%
36
+2
JCPI icon
1537
JPMorgan Inflation Managed Bond ETF
JCPI
$842M
$15.2K ﹤0.01%
315
XMHQ icon
1538
Invesco S&P MidCap Quality ETF
XMHQ
$5.32B
$15.2K ﹤0.01%
147
GATX icon
1539
GATX Corp
GATX
$6.07B
$15.2K ﹤0.01%
89
VVV icon
1540
Valvoline
VVV
$4.56B
$15.2K ﹤0.01%
450
SWKS icon
1541
Skyworks Solutions
SWKS
$11.1B
$15.2K ﹤0.01%
283
+266
UVE icon
1542
Universal Insurance Holdings
UVE
$1.04B
$15.1K ﹤0.01%
441
IX icon
1543
ORIX
IX
$40.6B
$15.1K ﹤0.01%
+502
MPT
1544
Medical Properties Trust
MPT
$2.98B
$15K ﹤0.01%
3,239
FND icon
1545
Floor & Decor
FND
$5.12B
$15K ﹤0.01%
295
-57
DT icon
1546
Dynatrace
DT
$12.3B
$14.9K ﹤0.01%
404
+269
QRVO icon
1547
Qorvo
QRVO
$8.65B
$14.9K ﹤0.01%
+193
QTEC icon
1548
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.46B
$14.9K ﹤0.01%
69
RL icon
1549
Ralph Lauren
RL
$21.8B
$14.9K ﹤0.01%
+43
TER icon
1550
Teradyne
TER
$56B
$14.8K ﹤0.01%
+50