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
ING icon
1601
ING
ING
$78.3B
$13.4K ﹤0.01%
+480
CSL icon
1602
Carlisle Companies
CSL
$14.5B
$13.4K ﹤0.01%
+42
SEB icon
1603
Seaboard Corp
SEB
$4.75B
$13.3K ﹤0.01%
+3
EMLC icon
1604
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$5.07B
$13.3K ﹤0.01%
+515
ETR icon
1605
Entergy
ETR
$47.7B
$13.2K ﹤0.01%
+143
FOF icon
1606
Cohen & Steers Closed End Opportunity Fund
FOF
$384M
$13.2K ﹤0.01%
1,000
NLR icon
1607
VanEck Uranium + Nuclear Energy ETF
NLR
$4.86B
$13.2K ﹤0.01%
106
REET icon
1608
iShares Global REIT ETF
REET
$4.68B
$13.1K ﹤0.01%
526
MKSI icon
1609
MKS Inc
MKSI
$15.4B
$13.1K ﹤0.01%
+82
VDE icon
1610
Vanguard Energy ETF
VDE
$9.25B
$13.1K ﹤0.01%
104
+24
VVV icon
1611
Valvoline
VVV
$4.5B
$13.1K ﹤0.01%
450
FSM icon
1612
Fortuna Silver Mines
FSM
$3.57B
$13.1K ﹤0.01%
1,332
FXB icon
1613
Invesco CurrencyShares British Pound Sterling Trust
FXB
$71M
$13K ﹤0.01%
100
AI icon
1614
C3.ai
AI
$1.25B
$12.9K ﹤0.01%
955
ILCB icon
1615
iShares Morningstar US Equity ETF
ILCB
$1.15B
$12.8K ﹤0.01%
136
RBLX icon
1616
Roblox
RBLX
$42.2B
$12.8K ﹤0.01%
158
+8
ASX icon
1617
ASE Group
ASX
$48.1B
$12.8K ﹤0.01%
+794
SPOT icon
1618
Spotify
SPOT
$110B
$12.8K ﹤0.01%
22
+11
IRDM icon
1619
Iridium Communications
IRDM
$2.6B
$12.8K ﹤0.01%
+735
EWG icon
1620
iShares MSCI Germany ETF
EWG
$1.66B
$12.8K ﹤0.01%
300
BCS icon
1621
Barclays
BCS
$77.4B
$12.7K ﹤0.01%
+499
ARE icon
1622
Alexandria Real Estate Equities
ARE
$8.78B
$12.7K ﹤0.01%
+259
NWG icon
1623
NatWest
NWG
$63.7B
$12.7K ﹤0.01%
723
+606
LTBR icon
1624
Lightbridge
LTBR
$391M
$12.6K ﹤0.01%
+1,000
UWMC icon
1625
UWM Holdings
UWMC
$1.21B
$12.6K ﹤0.01%
+2,884