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
PHYT.WS
1701
DELISTED
Pyrophyte Acquisition Corp. Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
PHYT.WS
$8.91K ﹤0.01%
19,800
REM icon
1702
iShares Mortgage Real Estate ETF
REM
$579M
$8.87K ﹤0.01%
+400
WF icon
1703
Woori Financial
WF
$16.6B
$8.82K ﹤0.01%
150
CC icon
1704
Chemours
CC
$2.73B
$8.76K ﹤0.01%
+743
RSPH icon
1705
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$740M
$8.76K ﹤0.01%
+275
ALNY icon
1706
Alnylam Pharmaceuticals
ALNY
$42.9B
$8.75K ﹤0.01%
+22
PCG icon
1707
PG&E
PCG
$40.3B
$8.74K ﹤0.01%
+544
NIO icon
1708
NIO
NIO
$13.6B
$8.73K ﹤0.01%
1,711
-715
GO icon
1709
Grocery Outlet
GO
$626M
$8.72K ﹤0.01%
+863
FDM icon
1710
First Trust Dow Jones Select MicroCap Index Fund
FDM
$225M
$8.6K ﹤0.01%
108
EME icon
1711
Emcor
EME
$32.4B
$8.56K ﹤0.01%
14
+8
FORM icon
1712
FormFactor
FORM
$7.21B
$8.48K ﹤0.01%
+152
MDYV icon
1713
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.45B
$8.46K ﹤0.01%
100
TRNO icon
1714
Terreno Realty
TRNO
$6.67B
$8.45K ﹤0.01%
144
FRPT icon
1715
Freshpet
FRPT
$4.09B
$8.35K ﹤0.01%
137
+110
PVH icon
1716
PVH
PVH
$2.97B
$8.31K ﹤0.01%
+124
LUMN icon
1717
Lumen
LUMN
$6.9B
$8.24K ﹤0.01%
1,060
-2,000
PBE icon
1718
Invesco Biotechnology & Genome ETF
PBE
$252M
$8.21K ﹤0.01%
100
GEN icon
1719
Gen Digital
GEN
$13.4B
$8.13K ﹤0.01%
299
KRG icon
1720
Kite Realty
KRG
$5.4B
$8.05K ﹤0.01%
336
CRUS icon
1721
Cirrus Logic
CRUS
$6.84B
$7.94K ﹤0.01%
+67
TNDM icon
1722
Tandem Diabetes Care
TNDM
$1.5B
$7.91K ﹤0.01%
+360
IHI icon
1723
iShares US Medical Devices ETF
IHI
$3.42B
$7.91K ﹤0.01%
127
-227
BOX icon
1724
Box
BOX
$3.57B
$7.9K ﹤0.01%
+264
DJT icon
1725
Trump Media & Technology Group
DJT
$2.84B
$7.88K ﹤0.01%
595
67 68
69
70 71