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
UWMC icon
1626
UWM Holdings
UWMC
$889M
$12.6K ﹤0.01%
+2,884
REXR icon
1627
Rexford Industrial Realty
REXR
$7.61B
$12.6K ﹤0.01%
+326
VIS icon
1628
Vanguard Industrials ETF
VIS
$7.87B
$12.5K ﹤0.01%
42
OGIG icon
1629
ALPS O'Shares Global Internet Giants ETF
OGIG
$114M
$12.5K ﹤0.01%
238
VTR icon
1630
Ventas
VTR
$38.2B
$12.5K ﹤0.01%
161
+125
DAY
1631
DELISTED
Dayforce
DAY
$12.4K ﹤0.01%
+180
RSPT icon
1632
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.81B
$12.4K ﹤0.01%
273
SYF icon
1633
Synchrony
SYF
$23.9B
$12.4K ﹤0.01%
+149
VGM icon
1634
Invesco Trust Investment Grade Municipals
VGM
$546M
$12.4K ﹤0.01%
1,196
-101
NFRA icon
1635
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.04B
$12.3K ﹤0.01%
+204
IFN
1636
Aberdeen India Fund
IFN
$465M
$12.3K ﹤0.01%
900
CABO icon
1637
Cable One
CABO
$252M
$12.3K ﹤0.01%
+109
MGV icon
1638
Vanguard Mega Cap Value ETF
MGV
$12.6B
$12.3K ﹤0.01%
+87
WCN
1639
Waste Connections
WCN
$39.2B
$12.3K ﹤0.01%
70
+13
GT icon
1640
Goodyear
GT
$1.65B
$12.3K ﹤0.01%
1,400
LB
1641
LandBridge Co
LB
$2.08B
$12.2K ﹤0.01%
250
BBAI icon
1642
BigBear.ai
BBAI
$2.35B
$12.2K ﹤0.01%
2,250
+1,000
WSM icon
1643
Williams-Sonoma
WSM
$24.5B
$12.1K ﹤0.01%
68
-2
BOTZ icon
1644
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.74B
$12.1K ﹤0.01%
335
IDCC icon
1645
InterDigital
IDCC
$6.79B
$12.1K ﹤0.01%
38
ROP icon
1646
Roper Technologies
ROP
$33.5B
$12K ﹤0.01%
27
+26
ARKK icon
1647
ARK Innovation ETF
ARKK
$6.77B
$12K ﹤0.01%
156
+34
FICO icon
1648
Fair Isaac
FICO
$27.3B
$11.8K ﹤0.01%
7
+5
TSAT icon
1649
Telesat
TSAT
$814M
$11.6K ﹤0.01%
400
UUUU icon
1650
Energy Fuels
UUUU
$4.37B
$11.6K ﹤0.01%
800
-200