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
DJT icon
1726
Trump Media & Technology Group
DJT
$2.55B
$7.88K ﹤0.01%
595
AES icon
1727
AES
AES
$10.5B
$7.82K ﹤0.01%
+545
DAR icon
1728
Darling Ingredients
DAR
$9.66B
$7.81K ﹤0.01%
217
+165
FXH icon
1729
First Trust Health Care AlphaDEX Fund
FXH
$882M
$7.74K ﹤0.01%
68
VEGI icon
1730
iShares MSCI Agriculture Producers ETF
VEGI
$162M
$7.71K ﹤0.01%
200
BAY
1731
DELISTED
BAYER AG SPONS ADR
BAY
$7.68K ﹤0.01%
710
CTO
1732
CTO Realty Growth
CTO
$678M
$7.64K ﹤0.01%
415
-52,765
HALO icon
1733
Halozyme
HALO
$8.51B
$7.61K ﹤0.01%
113
XHB icon
1734
State Street SPDR S&P Homebuilders ETF
XHB
$1.54B
$7.6K ﹤0.01%
74
FXR icon
1735
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$683M
$7.59K ﹤0.01%
95
UAMY icon
1736
United States Antimony
UAMY
$1.27B
$7.54K ﹤0.01%
1,501
ACHR icon
1737
Archer Aviation
ACHR
$4.94B
$7.52K ﹤0.01%
1,000
+500
IART icon
1738
Integra LifeSciences
IART
$1.34B
$7.46K ﹤0.01%
+601
QQQX icon
1739
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.51B
$7.42K ﹤0.01%
260
CASH icon
1740
Pathward Financial
CASH
$1.66B
$7.38K ﹤0.01%
+104
FNFI
1741
DELISTED
FIRST NILES FINANCIAL INC
FNFI
$7.37K ﹤0.01%
950
LYG icon
1742
Lloyds Banking Group
LYG
$79.4B
$7.36K ﹤0.01%
1,388
+623
HST icon
1743
Host Hotels & Resorts
HST
$16.6B
$7.32K ﹤0.01%
+413
MC icon
1744
Moelis & Co
MC
$5.14B
$7.29K ﹤0.01%
+106
TPYP icon
1745
Tortoise North American Pipeline ETF
TPYP
$858M
$7.27K ﹤0.01%
206
-231
LYB icon
1746
LyondellBasell Industries
LYB
$21.3B
$7.23K ﹤0.01%
167
-11,330
ARKQ icon
1747
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.33B
$7.22K ﹤0.01%
63
+3
ABG icon
1748
Asbury Automotive
ABG
$3.53B
$7.21K ﹤0.01%
+31
XSMO icon
1749
Invesco S&P SmallCap Momentum ETF
XSMO
$2.89B
$7.2K ﹤0.01%
+100
WLK icon
1750
Westlake Corp
WLK
$10.8B
$7.17K ﹤0.01%
+97