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
PSNL icon
1801
Personalis
PSNL
$1.13B
$5.49K ﹤0.01%
690
PFFD icon
1802
Global X US Preferred ETF
PFFD
$2.15B
$5.45K ﹤0.01%
288
+134
IMCV icon
1803
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.05B
$5.43K ﹤0.01%
66
EES icon
1804
WisdomTree US SmallCap Earnings Fund
EES
$681M
$5.41K ﹤0.01%
95
USHY icon
1805
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
$5.38K ﹤0.01%
144
+140
DTCR icon
1806
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.17B
$5.38K ﹤0.01%
+255
CALF icon
1807
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.52B
$5.32K ﹤0.01%
120
NTT
1808
DELISTED
Nippon Telegraph & Telephone
NTT
$5.29K ﹤0.01%
+210
AXA
1809
DELISTED
AXA ADS (1 ORD SHS)
AXA
$5.23K ﹤0.01%
+109
CRDO icon
1810
Credo Technology Group
CRDO
$39.6B
$5.18K ﹤0.01%
+36
NTAP icon
1811
NetApp
NTAP
$35.7B
$5.14K ﹤0.01%
48
-956
DCH
1812
Dauch Corp
DCH
$1.55B
$5.13K ﹤0.01%
800
WSO icon
1813
Watsco Inc
WSO
$15B
$5.05K ﹤0.01%
15
NCLH icon
1814
Norwegian Cruise Line
NCLH
$8.33B
$5.04K ﹤0.01%
226
+221
HI
1815
DELISTED
Hillenbrand
HI
$5.04K ﹤0.01%
159
GDEN
1816
DELISTED
Golden Entertainment
GDEN
$5.03K ﹤0.01%
185
OR icon
1817
OR Royalties Inc
OR
$6.91B
$5.03K ﹤0.01%
+142
FRHC icon
1818
Freedom Holding
FRHC
$9.72B
$4.99K ﹤0.01%
+41
SOUN icon
1819
SoundHound AI
SOUN
$3.5B
$4.99K ﹤0.01%
500
TFPM icon
1820
Triple Flag Precious Metals
TFPM
$6.17B
$4.98K ﹤0.01%
150
SU icon
1821
Suncor Energy
SU
$77.4B
$4.97K ﹤0.01%
+112
KOF icon
1822
Coca-Cola Femsa
KOF
$22.8B
$4.92K ﹤0.01%
+52
FTRI icon
1823
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$134M
$4.9K ﹤0.01%
313
HOV icon
1824
Hovnanian Enterprises
HOV
$672M
$4.88K ﹤0.01%
50
NFJ
1825
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.4B
$4.86K ﹤0.01%
377
+277