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
GVA icon
1751
Granite Construction
GVA
$6.18B
$6.83K ﹤0.01%
57
NJR icon
1752
New Jersey Resources
NJR
$5.59B
$6.81K ﹤0.01%
124
ITUB icon
1753
Itaú Unibanco
ITUB
$83.1B
$6.8K ﹤0.01%
812
IFN
1754
Aberdeen India Fund
IFN
$459M
$6.79K ﹤0.01%
600
-300
IHI icon
1755
iShares US Medical Devices ETF
IHI
$3.06B
$6.79K ﹤0.01%
127
ROP icon
1756
Roper Technologies
ROP
$33.5B
$6.72K ﹤0.01%
19
-8
COO icon
1757
Cooper Companies
COO
$13.1B
$6.72K ﹤0.01%
94
-99
TDC icon
1758
Teradata
TDC
$3.17B
$6.71K ﹤0.01%
+262
LMNR icon
1759
Limoneira
LMNR
$214M
$6.71K ﹤0.01%
500
YOLO icon
1760
AdvisorShares Pure Cannabis ETF
YOLO
$36.7M
$6.71K ﹤0.01%
+2,550
TRP icon
1761
TC Energy
TRP
$71.5B
$6.7K ﹤0.01%
107
VTWV icon
1762
Vanguard Russell 2000 Value ETF
VTWV
$1.18B
$6.69K ﹤0.01%
40
VOD icon
1763
Vodafone
VOD
$33.8B
$6.68K ﹤0.01%
445
+342
STM icon
1764
STMicroelectronics
STM
$62.9B
$6.67K ﹤0.01%
+193
RCI icon
1765
Rogers Communications
RCI
$20.3B
$6.58K ﹤0.01%
171
+118
GRF
1766
Eagle Capital Growth Fund
GRF
$39.3M
$6.57K ﹤0.01%
650
MTZ icon
1767
MasTec
MTZ
$28.8B
$6.43K ﹤0.01%
+20
VOT icon
1768
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$6.43K ﹤0.01%
25
SWZ
1769
Swiss Helvetia Fund
SWZ
$76M
$6.33K ﹤0.01%
1,068
HEI icon
1770
HEICO Corp
HEI
$46.3B
$6.31K ﹤0.01%
23
+18
BURL icon
1771
Burlington
BURL
$20B
$6.18K ﹤0.01%
+19
PSCE icon
1772
Invesco S&P SmallCap Energy ETF
PSCE
$116M
$6.1K ﹤0.01%
100
TTAN
1773
ServiceTitan Inc
TTAN
$7.38B
$6.09K ﹤0.01%
96
+38
ABG icon
1774
Asbury Automotive
ABG
$3.56B
$6.06K ﹤0.01%
31
MC icon
1775
Moelis & Co
MC
$5.05B
$6.04K ﹤0.01%
106