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
REXR icon
1626
Rexford Industrial Realty
REXR
$8.33B
$12.6K ﹤0.01%
+326
VIS icon
1627
Vanguard Industrials ETF
VIS
$7.31B
$12.5K ﹤0.01%
42
OGIG icon
1628
ALPS O'Shares Global Internet Giants ETF
OGIG
$115M
$12.5K ﹤0.01%
238
VTR icon
1629
Ventas
VTR
$41.3B
$12.5K ﹤0.01%
161
+125
DAY
1630
DELISTED
Dayforce
DAY
$12.4K ﹤0.01%
+180
RSPT icon
1631
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.09B
$12.4K ﹤0.01%
273
SYF icon
1632
Synchrony
SYF
$23.2B
$12.4K ﹤0.01%
+149
VGM icon
1633
Invesco Trust Investment Grade Municipals
VGM
$563M
$12.4K ﹤0.01%
1,196
-101
NFRA icon
1634
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.07B
$12.3K ﹤0.01%
+204
IFN
1635
Aberdeen India Fund, Inc.
IFN
$501M
$12.3K ﹤0.01%
900
CABO icon
1636
Cable One
CABO
$588M
$12.3K ﹤0.01%
+109
MGV icon
1637
Vanguard Mega Cap Value ETF
MGV
$11.5B
$12.3K ﹤0.01%
+87
WCN icon
1638
Waste Connections
WCN
$42.7B
$12.3K ﹤0.01%
70
+13
GT icon
1639
Goodyear
GT
$2.07B
$12.3K ﹤0.01%
1,400
LB
1640
LandBridge Co
LB
$1.98B
$12.2K ﹤0.01%
250
BBAI icon
1641
BigBear.ai
BBAI
$1.89B
$12.2K ﹤0.01%
2,250
+1,000
WSM icon
1642
Williams-Sonoma
WSM
$22.9B
$12.1K ﹤0.01%
68
-2
BOTZ icon
1643
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.35B
$12.1K ﹤0.01%
335
IDCC icon
1644
InterDigital
IDCC
$9.48B
$12.1K ﹤0.01%
38
ROP icon
1645
Roper Technologies
ROP
$36.5B
$12K ﹤0.01%
27
+26
ARKK icon
1646
ARK Innovation ETF
ARKK
$6.62B
$12K ﹤0.01%
156
+34
FICO icon
1647
Fair Isaac
FICO
$32.2B
$11.8K ﹤0.01%
7
+5
TSAT icon
1648
Telesat
TSAT
$512M
$11.6K ﹤0.01%
400
UUUU icon
1649
Energy Fuels
UUUU
$5.04B
$11.6K ﹤0.01%
800
-200
SAN icon
1650
Banco Santander
SAN
$169B
$11.5K ﹤0.01%
+982