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
FIGB icon
1676
Fidelity Investment Grade Bond ETF
FIGB
$501M
$10.2K ﹤0.01%
235
XPO icon
1677
XPO
XPO
$25.2B
$10.2K ﹤0.01%
+75
SKYY icon
1678
First Trust Cloud Computing ETF
SKYY
$3.12B
$10.1K ﹤0.01%
78
UBS icon
1679
UBS Group
UBS
$156B
$10.1K ﹤0.01%
+218
SNN icon
1680
Smith & Nephew
SNN
$13B
$10.1K ﹤0.01%
307
+77
CE icon
1681
Celanese
CE
$5.96B
$10.1K ﹤0.01%
238
+223
IYR icon
1682
iShares US Real Estate ETF
IYR
$4.83B
$10K ﹤0.01%
107
+1
FLUT icon
1683
Flutter Entertainment
FLUT
$17.6B
$9.91K ﹤0.01%
46
-40
PBR icon
1684
Petrobras
PBR
$116B
$9.91K ﹤0.01%
836
+364
MRCY icon
1685
Mercury Systems
MRCY
$6.96B
$9.86K ﹤0.01%
+135
CMC icon
1686
Commercial Metals
CMC
$8.51B
$9.83K ﹤0.01%
142
OMFL icon
1687
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.78B
$9.78K ﹤0.01%
160
IHG icon
1688
InterContinental Hotels
IHG
$23.8B
$9.72K ﹤0.01%
+69
THO icon
1689
Thor Industries
THO
$3.97B
$9.65K ﹤0.01%
+94
KRBN icon
1690
KraneShares Global Carbon Strategy ETF
KRBN
$143M
$9.56K ﹤0.01%
270
NIQ
1691
DELISTED
NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND
NIQ
$9.53K ﹤0.01%
+578
RLGT icon
1692
Radiant Logistics
RLGT
$402M
$9.49K ﹤0.01%
1,500
NBTB icon
1693
NBT Bancorp
NBTB
$2.4B
$9.47K ﹤0.01%
228
LYFT icon
1694
Lyft
LYFT
$5.4B
$9.45K ﹤0.01%
488
+410
VNQI icon
1695
Vanguard Global ex-US Real Estate ETF
VNQI
$3.39B
$9.44K ﹤0.01%
206
TMFC icon
1696
Motley Fool 100 Index ETF
TMFC
$2.09B
$9.33K ﹤0.01%
130
P
1697
Everpure Inc
P
$26.1B
$9.25K ﹤0.01%
138
MFG icon
1698
Mizuho Financial
MFG
$120B
$9.23K ﹤0.01%
+1,261
SPIP icon
1699
State Street SPDR Portfolio TIPS ETF
SPIP
$1B
$9.13K ﹤0.01%
+352
SAIL
1700
SailPoint Inc
SAIL
$10.5B
$9.12K ﹤0.01%
+451