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
$4.69B
AUM Growth
-$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,709
New
Increased
Reduced
Closed

Top Buys

1 +$49.4M
2 +$28M
3 +$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

1 +$27.6M
2 +$20.8M
3 +$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

1 Industrials 13.78%
2 Technology 12.98%
3 Consumer Discretionary 11.23%
4 Financials 8.08%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVCR icon
1701
NovoCure
NVCR
$1.99B
$8.16K ﹤0.01%
749
-292
BAY
1702
DELISTED
BAYER AG SPONS ADR
BAY
$8.15K ﹤0.01%
710
CUBE icon
1703
CubeSmart
CUBE
$9.13B
$8.14K ﹤0.01%
+222
FRPT icon
1704
Freshpet
FRPT
$2.44B
$8.08K ﹤0.01%
137
AI icon
1705
C3.ai
AI
$1.52B
$8.04K ﹤0.01%
955
KRBN icon
1706
KraneShares Global Carbon Strategy ETF
KRBN
$140M
$8.02K ﹤0.01%
270
FLGT icon
1707
Fulgent Genetics
FLGT
$544M
$7.95K ﹤0.01%
500
-7,600
PBE icon
1708
Invesco Biotechnology & Genome ETF
PBE
$258M
$7.92K ﹤0.01%
100
IMXI icon
1709
International Money Express
IMXI
$450M
$7.9K ﹤0.01%
500
-35,843
MGV icon
1710
Vanguard Mega Cap Value ETF
MGV
$12.5B
$7.89K ﹤0.01%
54
-33
CVNA icon
1711
Carvana
CVNA
$47.6B
$7.86K ﹤0.01%
125
DVA icon
1712
DaVita
DVA
$12.3B
$7.84K ﹤0.01%
51
-219
CTO
1713
CTO Realty Growth
CTO
$693M
$7.8K ﹤0.01%
422
+7
STN icon
1714
Stantec
STN
$8.43B
$7.78K ﹤0.01%
+90
FXR icon
1715
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$675M
$7.75K ﹤0.01%
95
AES icon
1716
AES
AES
$10.5B
$7.68K ﹤0.01%
545
GLU
1717
Gabelli Utility & Income Trust
GLU
$114M
$7.66K ﹤0.01%
+400
ESLT icon
1718
Elbit Systems
ESLT
$38.6B
$7.64K ﹤0.01%
+9
VALE icon
1719
Vale
VALE
$64.9B
$7.64K ﹤0.01%
480
BCE icon
1720
BCE
BCE
$22.8B
$7.6K ﹤0.01%
301
+117
AEG icon
1721
Aegon
AEG
$12.5B
$7.57K ﹤0.01%
+1,043
THO icon
1722
Thor Industries
THO
$3.94B
$7.51K ﹤0.01%
94
FXH icon
1723
First Trust Health Care AlphaDEX Fund
FXH
$886M
$7.46K ﹤0.01%
68
MORN icon
1724
Morningstar
MORN
$7.06B
$7.44K ﹤0.01%
44
-168
LVS icon
1725
Las Vegas Sands
LVS
$33.3B
$7.43K ﹤0.01%
138
+116