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
RSPF icon
1776
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$274M
$6.44K ﹤0.01%
82
VTWV icon
1777
Vanguard Russell 2000 Value ETF
VTWV
$1.2B
$6.4K ﹤0.01%
40
FFIV icon
1778
F5
FFIV
$22.7B
$6.38K ﹤0.01%
25
+24
LMNR icon
1779
Limoneira
LMNR
$230M
$6.31K ﹤0.01%
500
SMFG icon
1780
Sumitomo Mitsui Financial
SMFG
$150B
$6.26K ﹤0.01%
+324
VALE icon
1781
Vale
VALE
$67.4B
$6.25K ﹤0.01%
+480
TTAN
1782
ServiceTitan Inc
TTAN
$7.12B
$6.18K ﹤0.01%
+58
AVD icon
1783
American Vanguard Corp
AVD
$70.4M
$6.08K ﹤0.01%
1,593
-67,407
COPX icon
1784
Global X Copper Miners ETF NEW
COPX
$8.13B
$6.03K ﹤0.01%
84
+24
RKLB icon
1785
Rocket Lab Corp
RKLB
$67.8B
$6K ﹤0.01%
+86
VKTX icon
1786
Viking Therapeutics
VKTX
$3.44B
$5.98K ﹤0.01%
170
-1
MTCH icon
1787
Match Group
MTCH
$8.19B
$5.94K ﹤0.01%
+184
TRP icon
1788
TC Energy
TRP
$71.2B
$5.89K ﹤0.01%
+107
DT icon
1789
Dynatrace
DT
$12.8B
$5.85K ﹤0.01%
135
+96
GME icon
1790
GameStop
GME
$10.2B
$5.82K ﹤0.01%
+290
RELX icon
1791
RELX
RELX
$61.2B
$5.82K ﹤0.01%
144
+83
ITUB icon
1792
Itaú Unibanco
ITUB
$84.9B
$5.81K ﹤0.01%
+812
NJR icon
1793
New Jersey Resources
NJR
$5.49B
$5.72K ﹤0.01%
124
USRT icon
1794
iShares Core US REIT ETF
USRT
$3.79B
$5.7K ﹤0.01%
100
DKNG icon
1795
DraftKings
DKNG
$12.7B
$5.69K ﹤0.01%
165
DSL
1796
DoubleLine Income Solutions Fund
DSL
$1.25B
$5.63K ﹤0.01%
500
HLMN icon
1797
Hillman Solutions
HLMN
$1.4B
$5.59K ﹤0.01%
646
EQH icon
1798
Equitable Holdings
EQH
$11.6B
$5.58K ﹤0.01%
117
JOF
1799
Japan Smaller Capitalization Fund
JOF
$328M
$5.54K ﹤0.01%
500
PPC icon
1800
Pilgrim's Pride
PPC
$6.86B
$5.5K ﹤0.01%
+141