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
AA icon
1576
Alcoa
AA
$15.9B
$14.7K ﹤0.01%
+277
APLD icon
1577
Applied Digital
APLD
$7.67B
$14.7K ﹤0.01%
600
MRNA icon
1578
Moderna
MRNA
$21.7B
$14.7K ﹤0.01%
497
+355
TLK icon
1579
Telkom Indonesia
TLK
$18.3B
$14.7K ﹤0.01%
+696
MLPA icon
1580
Global X MLP ETF
MLPA
$2.12B
$14.5K ﹤0.01%
300
VFC icon
1581
VF Corp
VFC
$6.64B
$14.4K ﹤0.01%
+797
RGNX icon
1582
Regenxbio
RGNX
$502M
$14.4K ﹤0.01%
1,000
CXW icon
1583
CoreCivic
CXW
$1.73B
$14.3K ﹤0.01%
750
DVN icon
1584
Devon Energy
DVN
$27.1B
$14.2K ﹤0.01%
+389
WDFC icon
1585
WD-40
WDFC
$3.08B
$14.2K ﹤0.01%
72
COLB icon
1586
Columbia Banking Systems
COLB
$7.97B
$14.1K ﹤0.01%
+504
SE icon
1587
Sea Limited
SE
$52.8B
$14K ﹤0.01%
110
+87
PNFP icon
1588
Pinnacle Financial Partners Inc
PNFP
$13B
$14K ﹤0.01%
+147
GTLS icon
1589
Chart Industries
GTLS
$9.3B
$14K ﹤0.01%
68
CTLP icon
1590
Cantaloupe
CTLP
$781M
$14K ﹤0.01%
1,320
RSPG icon
1591
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$576M
$14K ﹤0.01%
176
-52
FIX icon
1592
Comfort Systems
FIX
$48.7B
$14K ﹤0.01%
15
+4
WDAY icon
1593
Workday
WDAY
$37.5B
$13.8K ﹤0.01%
64
+19
NICE icon
1594
Nice
NICE
$7.57B
$13.8K ﹤0.01%
+122
JHX icon
1595
James Hardie Industries
JHX
$12.1B
$13.8K ﹤0.01%
+664
PR icon
1596
Permian Resources
PR
$15.2B
$13.7K ﹤0.01%
+973
SGOL icon
1597
abrdn Physical Gold Shares ETF
SGOL
$9.03B
$13.6K ﹤0.01%
330
AZTA icon
1598
Azenta
AZTA
$1.05B
$13.5K ﹤0.01%
+407
SPIB icon
1599
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$13.5K ﹤0.01%
400
NVCR icon
1600
NovoCure
NVCR
$1.45B
$13.5K ﹤0.01%
+1,041