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
SAN icon
1651
Banco Santander
SAN
$179B
$11.5K ﹤0.01%
+982
MOH icon
1652
Molina Healthcare
MOH
$9.97B
$11.5K ﹤0.01%
+66
SBAC icon
1653
SBA Communications
SBAC
$21.7B
$11.4K ﹤0.01%
59
+53
HSBC icon
1654
HSBC
HSBC
$316B
$11.4K ﹤0.01%
+145
SANM icon
1655
Sanmina
SANM
$15.2B
$11.4K ﹤0.01%
76
PII icon
1656
Polaris
PII
$3.91B
$11.4K ﹤0.01%
+180
AAL icon
1657
American Airlines Group
AAL
$8.85B
$11.4K ﹤0.01%
742
+489
FXU icon
1658
First Trust Utilities AlphaDEX Fund
FXU
$817M
$11.3K ﹤0.01%
250
DDM icon
1659
ProShares Ultra Dow30
DDM
$534M
$11.1K ﹤0.01%
195
+1
SAIA icon
1660
Saia
SAIA
$12.4B
$11.1K ﹤0.01%
34
+32
HWM icon
1661
Howmet Aerospace
HWM
$99.3B
$11.1K ﹤0.01%
54
+41
EXAS
1662
DELISTED
Exact Sciences
EXAS
$11.1K ﹤0.01%
+109
MUSA icon
1663
Murphy USA
MUSA
$9.87B
$10.9K ﹤0.01%
27
IP icon
1664
International Paper
IP
$17.8B
$10.8K ﹤0.01%
273
+269
TWN
1665
Taiwan Fund
TWN
$559M
$10.7K ﹤0.01%
200
WFRD icon
1666
Weatherford International
WFRD
$7.58B
$10.6K ﹤0.01%
+136
CVNA icon
1667
Carvana
CVNA
$46.7B
$10.6K ﹤0.01%
+125
XPEV icon
1668
XPeng
XPEV
$16.2B
$10.5K ﹤0.01%
520
ACWX icon
1669
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$10.5K ﹤0.01%
156
QXO
1670
QXO Inc
QXO
$11.8B
$10.4K ﹤0.01%
+537
SLVM icon
1671
Sylvamo
SLVM
$1.55B
$10.4K ﹤0.01%
215
-45
TRNS icon
1672
Transcat
TRNS
$846M
$10.3K ﹤0.01%
181
-4
RSSS icon
1673
Research Solutions
RSSS
$75.3M
$10.3K ﹤0.01%
+3,490
SMCI icon
1674
Super Micro Computer
SMCI
$28.3B
$10.2K ﹤0.01%
350
-6
WYNN icon
1675
Wynn Resorts
WYNN
$10.8B
$10.2K ﹤0.01%
85
+83