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
RKT icon
1751
Rocket Companies
RKT
$43.9B
$7.11K ﹤0.01%
+367
CIVB icon
1752
Civista Bancshares
CIVB
$468M
$7.09K ﹤0.01%
319
JBS
1753
JBS N.V.
JBS
$17.2B
$7.04K ﹤0.01%
488
FOUR icon
1754
Shift4
FOUR
$3.89B
$6.99K ﹤0.01%
+111
VOT icon
1755
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$6.98K ﹤0.01%
25
HIT
1756
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$6.96K ﹤0.01%
+223
GRF
1757
Eagle Capital Growth Fund
GRF
$42M
$6.96K ﹤0.01%
650
SSNC icon
1758
SS&C Technologies
SSNC
$18.5B
$6.91K ﹤0.01%
+79
EMM icon
1759
Global X Emerging Markets ex-China ETF
EMM
$59.3M
$6.85K ﹤0.01%
200
NANC icon
1760
Unusual Whales Subversive Democratic Trading ETF
NANC
$256M
$6.85K ﹤0.01%
150
CCEP icon
1761
Coca-Cola Europacific Partners
CCEP
$45.4B
$6.8K ﹤0.01%
+75
RNR icon
1762
RenaissanceRe
RNR
$13B
$6.75K ﹤0.01%
+24
ENTG icon
1763
Entegris
ENTG
$17.8B
$6.74K ﹤0.01%
+80
ARGX icon
1764
argenx
ARGX
$45.8B
$6.73K ﹤0.01%
8
+4
E icon
1765
ENI
E
$71.1B
$6.71K ﹤0.01%
+177
TE
1766
T1 Energy Inc
TE
$1.52B
$6.68K ﹤0.01%
+1,000
QUBT icon
1767
Quantum Computing Inc
QUBT
$1.71B
$6.67K ﹤0.01%
650
-4,850
SWZ
1768
Swiss Helvetia Fund
SWZ
$102M
$6.64K ﹤0.01%
1,068
GVA icon
1769
Granite Construction
GVA
$5.37B
$6.58K ﹤0.01%
57
LEU icon
1770
Centrus Energy
LEU
$3.85B
$6.55K ﹤0.01%
27
+18
HCI icon
1771
HCI Group
HCI
$2.13B
$6.52K ﹤0.01%
34
NTHI
1772
NeOnc Technologies
NTHI
$215M
$6.52K ﹤0.01%
+788
RDW icon
1773
Redwire
RDW
$1.85B
$6.46K ﹤0.01%
850
FCNCA icon
1774
First Citizens BancShares
FCNCA
$22.6B
$6.44K ﹤0.01%
+3
RSPF icon
1775
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$280M
$6.44K ﹤0.01%
82