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
KMX icon
1751
CarMax
KMX
$6.71B
$7.11K ﹤0.01%
184
RKT icon
1752
Rocket Companies
RKT
$37.5B
$7.11K ﹤0.01%
+367
CIVB icon
1753
Civista Bancshares
CIVB
$536M
$7.09K ﹤0.01%
319
JBS
1754
JBS N.V.
JBS
$13B
$7.04K ﹤0.01%
488
FOUR icon
1755
Shift4
FOUR
$3.2B
$6.99K ﹤0.01%
+111
VOT icon
1756
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$6.98K ﹤0.01%
25
HIT
1757
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$6.96K ﹤0.01%
+223
GRF
1758
Eagle Capital Growth Fund
GRF
$39.7M
$6.96K ﹤0.01%
650
SSNC icon
1759
SS&C Technologies
SSNC
$16.8B
$6.91K ﹤0.01%
+79
EMM icon
1760
Global X Emerging Markets ex-China ETF
EMM
$63.9M
$6.85K ﹤0.01%
200
NANC icon
1761
Unusual Whales Subversive Democratic Trading ETF
NANC
$276M
$6.85K ﹤0.01%
150
CCEP icon
1762
Coca-Cola Europacific Partners
CCEP
$41.5B
$6.8K ﹤0.01%
+75
RNR icon
1763
RenaissanceRe
RNR
$12.1B
$6.75K ﹤0.01%
+24
ENTG icon
1764
Entegris
ENTG
$21.2B
$6.74K ﹤0.01%
+80
ARGX icon
1765
argenx
ARGX
$52.3B
$6.73K ﹤0.01%
8
+4
E icon
1766
ENI
E
$79.4B
$6.71K ﹤0.01%
+177
TE
1767
T1 Energy Inc
TE
$3.11B
$6.68K ﹤0.01%
+1,000
QUBT icon
1768
Quantum Computing Inc
QUBT
$2.48B
$6.67K ﹤0.01%
650
-4,850
SWZ
1769
Swiss Helvetia Fund
SWZ
$76.9M
$6.64K ﹤0.01%
1,068
GVA icon
1770
Granite Construction
GVA
$6.13B
$6.58K ﹤0.01%
57
LEU icon
1771
Centrus Energy
LEU
$3.57B
$6.55K ﹤0.01%
27
+18
HCI icon
1772
HCI Group
HCI
$1.96B
$6.52K ﹤0.01%
34
NTHI
1773
NeOnc Technologies
NTHI
$113M
$6.52K ﹤0.01%
+788
RDW icon
1774
Redwire
RDW
$4.35B
$6.46K ﹤0.01%
850
FCNCA icon
1775
First Citizens BancShares
FCNCA
$23.6B
$6.44K ﹤0.01%
+3