AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 12.63%
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
INVA icon
1826
Innoviva
INVA
$1.65B
$4.82K ﹤0.01%
241
TAN icon
1827
Invesco Solar ETF
TAN
$1.48B
$4.81K ﹤0.01%
+98
PALL icon
1828
abrdn Physical Palladium Shares ETF
PALL
$1.12B
$4.8K ﹤0.01%
33
TBT icon
1829
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$230M
$4.79K ﹤0.01%
137
ZAP
1830
Global X U.S. Electrification ETF
ZAP
$345M
$4.77K ﹤0.01%
+164
ANIX icon
1831
Anixa Biosciences
ANIX
$99.5M
$4.75K ﹤0.01%
1,522
CDP icon
1832
COPT Defense Properties
CDP
$3.67B
$4.64K ﹤0.01%
+167
WMG icon
1833
Warner Music
WMG
$14.4B
$4.6K ﹤0.01%
150
DNI
1834
DELISTED
Dividend and Income Fund
DNI
$4.59K ﹤0.01%
300
IHE icon
1835
iShares US Pharmaceuticals ETF
IHE
$1.03B
$4.58K ﹤0.01%
54
BNS icon
1836
Scotiabank
BNS
$87.3B
$4.57K ﹤0.01%
+62
LINE
1837
Lineage Inc
LINE
$8.86B
$4.55K ﹤0.01%
+130
MACE
1838
DELISTED
MACE SECURITY INTL INC NEW
MACE
$4.52K ﹤0.01%
8,378
VFF icon
1839
Village Farms International
VFF
$390M
$4.47K ﹤0.01%
1,225
CIEN icon
1840
Ciena
CIEN
$45.1B
$4.44K ﹤0.01%
+19
CMCO icon
1841
Columbus McKinnon
CMCO
$479M
$4.42K ﹤0.01%
256
AVTR icon
1842
Avantor
AVTR
$5.56B
$4.41K ﹤0.01%
+385
BCE icon
1843
BCE
BCE
$24.1B
$4.38K ﹤0.01%
184
+39
BBCA icon
1844
JPMorgan BetaBuilders Canada ETF
BBCA
$10.3B
$4.37K ﹤0.01%
+47
PEO
1845
Adams Natural Resources Fund
PEO
$717M
$4.35K ﹤0.01%
200
PSCE icon
1846
Invesco S&P SmallCap Energy ETF
PSCE
$108M
$4.3K ﹤0.01%
+100
SPTI icon
1847
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.52B
$4.3K ﹤0.01%
149
CM icon
1848
Canadian Imperial Bank of Commerce
CM
$90.1B
$4.26K ﹤0.01%
+47
RODM icon
1849
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.41B
$4.21K ﹤0.01%
114
DSGX icon
1850
Descartes Systems
DSGX
$6.21B
$4.12K ﹤0.01%
47