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
KNBWY
1776
DELISTED
KIRIN BREWERY LTD SPONSORED ADR
KNBWY
$6.03K ﹤0.01%
+376
RQI icon
1777
Cohen & Steers Quality Income Realty Fund
RQI
$1.82B
$6.03K ﹤0.01%
+500
TU icon
1778
Telus
TU
$19.2B
$5.94K ﹤0.01%
+463
UTHR icon
1779
United Therapeutics
UTHR
$23.3B
$5.93K ﹤0.01%
10
-38
USRT icon
1780
iShares Core US REIT ETF
USRT
$3.85B
$5.92K ﹤0.01%
100
CPA icon
1781
Copa Holdings
CPA
$5.45B
$5.91K ﹤0.01%
+52
VSAT icon
1782
Viasat
VSAT
$9.17B
$5.91K ﹤0.01%
+129
FLO icon
1783
Flowers Foods
FLO
$1.59B
$5.9K ﹤0.01%
724
-4,017
INTT icon
1784
inTEST
INTT
$184M
$5.86K ﹤0.01%
+429
RSPF icon
1785
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$274M
$5.85K ﹤0.01%
82
ARGX icon
1786
argenx
ARGX
$55.4B
$5.84K ﹤0.01%
8
NE icon
1787
Noble Corp
NE
$7.24B
$5.74K ﹤0.01%
117
RNG icon
1788
RingCentral
RNG
$3.55B
$5.69K ﹤0.01%
+153
INVA icon
1789
Innoviva
INVA
$1.66B
$5.62K ﹤0.01%
241
IMCV icon
1790
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.05B
$5.6K ﹤0.01%
66
FTRI icon
1791
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$130M
$5.59K ﹤0.01%
313
CGGR icon
1792
Capital Group Growth ETF
CGGR
$23.1B
$5.59K ﹤0.01%
+139
PEO
1793
Adams Natural Resources Fund
PEO
$717M
$5.56K ﹤0.01%
200
HOV icon
1794
Hovnanian Enterprises
HOV
$639M
$5.54K ﹤0.01%
50
VKTX icon
1795
Viking Therapeutics
VKTX
$3.3B
$5.53K ﹤0.01%
170
RKLB icon
1796
Rocket Lab Corp
RKLB
$68.8B
$5.52K ﹤0.01%
86
DJT icon
1797
Trump Media & Technology Group
DJT
$2.29B
$5.52K ﹤0.01%
595
EES icon
1798
WisdomTree US SmallCap Earnings Fund
EES
$681M
$5.51K ﹤0.01%
95
TTEK icon
1799
Tetra Tech
TTEK
$7.24B
$5.51K ﹤0.01%
+183
DT
1800
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$5.49K ﹤0.01%
148