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
TAN icon
1801
Invesco Solar ETF
TAN
$1.98B
$5.46K ﹤0.01%
98
WSO icon
1802
Watsco Inc
WSO
$15.3B
$5.46K ﹤0.01%
15
BST icon
1803
BlackRock Science and Technology Trust
BST
$1.6B
$5.45K ﹤0.01%
+150
JOF
1804
Japan Smaller Capitalization Fund
JOF
$324M
$5.45K ﹤0.01%
500
DSL
1805
DoubleLine Income Solutions Fund
DSL
$1.25B
$5.42K ﹤0.01%
500
CALF icon
1806
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.49B
$5.38K ﹤0.01%
120
ALLE icon
1807
Allegion
ALLE
$11.2B
$5.38K ﹤0.01%
37
+25
HLMN icon
1808
Hillman Solutions
HLMN
$1.43B
$5.38K ﹤0.01%
646
USHY icon
1809
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
$5.3K ﹤0.01%
144
PFFD icon
1810
Global X US Preferred ETF
PFFD
$2.14B
$5.3K ﹤0.01%
288
ZAP
1811
Global X U.S. Electrification ETF
ZAP
$433M
$5.27K ﹤0.01%
164
HCI icon
1812
HCI Group
HCI
$2B
$5.26K ﹤0.01%
34
TFPM icon
1813
Triple Flag Precious Metals
TFPM
$5.84B
$5.21K ﹤0.01%
150
MASI icon
1814
Masimo
MASI
$9.36B
$5.16K ﹤0.01%
29
CORO
1815
iShares International Country Rotation Active ETF
CORO
$3.81B
$5.14K ﹤0.01%
+160
MDB icon
1816
MongoDB
MDB
$28.2B
$5.14K ﹤0.01%
+21
XPEV icon
1817
XPeng
XPEV
$15.2B
$5.13K ﹤0.01%
300
-220
CNQ icon
1818
Canadian Natural Resources
CNQ
$95.3B
$5.12K ﹤0.01%
105
EWZ icon
1819
iShares MSCI Brazil ETF
EWZ
$9.68B
$5.07K ﹤0.01%
+132
FDS icon
1820
Factset
FDS
$9.31B
$4.99K ﹤0.01%
23
-37
WYNN icon
1821
Wynn Resorts
WYNN
$10.8B
$4.98K ﹤0.01%
49
-36
GDEN
1822
DELISTED
Golden Entertainment
GDEN
$4.94K ﹤0.01%
185
NTAP icon
1823
NetApp
NTAP
$33B
$4.92K ﹤0.01%
48
ESTC icon
1824
Elastic
ESTC
$6.47B
$4.85K ﹤0.01%
+97
TBT icon
1825
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$336M
$4.81K ﹤0.01%
137