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
ICLN icon
1851
iShares Global Clean Energy ETF
ICLN
$2.09B
$4.11K ﹤0.01%
250
PTON icon
1852
Peloton Interactive
PTON
$1.64B
$4K ﹤0.01%
650
+100
TROW icon
1853
T. Rowe Price
TROW
$19.7B
$3.99K ﹤0.01%
39
CAI
1854
Caris Life Sciences
CAI
$5.36B
$3.91K ﹤0.01%
+145
LYV icon
1855
Live Nation Entertainment
LYV
$38.9B
$3.85K ﹤0.01%
27
HITI
1856
High Tide
HITI
$214M
$3.84K ﹤0.01%
1,450
ENSG icon
1857
The Ensign Group
ENSG
$12.2B
$3.83K ﹤0.01%
22
FXI icon
1858
iShares China Large-Cap ETF
FXI
$6.08B
$3.83K ﹤0.01%
100
IIPR icon
1859
Innovative Industrial Properties
IIPR
$1.53B
$3.79K ﹤0.01%
80
UMC icon
1860
United Microelectronic
UMC
$24.5B
$3.77K ﹤0.01%
480
+99
MASI icon
1861
Masimo
MASI
$9.16B
$3.77K ﹤0.01%
+29
B
1862
Barrick Mining
B
$76.7B
$3.75K ﹤0.01%
+86
ICLR icon
1863
Icon
ICLR
$8.4B
$3.64K ﹤0.01%
20
GUNR icon
1864
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.25B
$3.62K ﹤0.01%
+79
BSTZ icon
1865
BlackRock Science and Technology Term Trust
BSTZ
$1.45B
$3.62K ﹤0.01%
160
KB icon
1866
KB Financial Group
KB
$36.8B
$3.61K ﹤0.01%
+42
VDC icon
1867
Vanguard Consumer Staples ETF
VDC
$7.94B
$3.59K ﹤0.01%
17
-25
DB icon
1868
Deutsche Bank
DB
$60.4B
$3.59K ﹤0.01%
+93
RH icon
1869
RH
RH
$2.65B
$3.58K ﹤0.01%
+20
CNQ icon
1870
Canadian Natural Resources
CNQ
$96.3B
$3.55K ﹤0.01%
+105
IOT icon
1871
Samsara
IOT
$19.7B
$3.54K ﹤0.01%
100
SRE icon
1872
Sempra
SRE
$61.1B
$3.53K ﹤0.01%
+40
AMBA icon
1873
Ambarella
AMBA
$2.29B
$3.47K ﹤0.01%
49
MUR icon
1874
Murphy Oil
MUR
$4.81B
$3.38K ﹤0.01%
108
NVT icon
1875
nVent Electric
NVT
$17.5B
$3.37K ﹤0.01%
33