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
DSGX icon
1851
Descartes Systems
DSGX
$6.37B
$4.12K ﹤0.01%
47
ICLN icon
1852
iShares Global Clean Energy ETF
ICLN
$3.15B
$4.11K ﹤0.01%
250
PTON icon
1853
Peloton Interactive
PTON
$2.6B
$4K ﹤0.01%
650
+100
TROW icon
1854
T. Rowe Price
TROW
$22.3B
$3.99K ﹤0.01%
39
CAI
1855
Caris Life Sciences
CAI
$4.38B
$3.91K ﹤0.01%
+145
LYV icon
1856
Live Nation Entertainment
LYV
$39B
$3.85K ﹤0.01%
27
HITI
1857
High Tide
HITI
$204M
$3.84K ﹤0.01%
1,450
ENSG icon
1858
The Ensign Group
ENSG
$9.68B
$3.83K ﹤0.01%
22
FXI icon
1859
iShares China Large-Cap ETF
FXI
$5.57B
$3.83K ﹤0.01%
100
IIPR icon
1860
Innovative Industrial Properties
IIPR
$1.67B
$3.79K ﹤0.01%
80
UMC icon
1861
United Microelectronic
UMC
$53.7B
$3.77K ﹤0.01%
480
+99
MASI icon
1862
Masimo
MASI
$9.36B
$3.77K ﹤0.01%
+29
B
1863
Barrick Mining
B
$70.1B
$3.75K ﹤0.01%
+86
ICLR icon
1864
Icon
ICLR
$10.5B
$3.64K ﹤0.01%
20
GUNR icon
1865
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.44B
$3.62K ﹤0.01%
+79
BSTZ icon
1866
BlackRock Science and Technology Term Trust
BSTZ
$2.13B
$3.62K ﹤0.01%
160
KB icon
1867
KB Financial Group
KB
$36.9B
$3.61K ﹤0.01%
+42
VDC icon
1868
Vanguard Consumer Staples ETF
VDC
$7.79B
$3.59K ﹤0.01%
17
-25
DB icon
1869
Deutsche Bank
DB
$59.8B
$3.59K ﹤0.01%
+93
RH icon
1870
RH
RH
$2.88B
$3.58K ﹤0.01%
+20
CNQ icon
1871
Canadian Natural Resources
CNQ
$99.5B
$3.55K ﹤0.01%
+105
IOT icon
1872
Samsara
IOT
$21.2B
$3.54K ﹤0.01%
100
SRE icon
1873
Sempra
SRE
$58.5B
$3.53K ﹤0.01%
+40
AMBA icon
1874
Ambarella
AMBA
$3.24B
$3.47K ﹤0.01%
49
MUR icon
1875
Murphy Oil
MUR
$5.62B
$3.38K ﹤0.01%
108