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
PINS icon
2001
Pinterest
PINS
$13B
$1.22K ﹤0.01%
47
ONC
2002
BeOne Medicines Ltd
ONC
$33.2B
$1.22K ﹤0.01%
+4
HUBS icon
2003
HubSpot
HUBS
$15.1B
$1.2K ﹤0.01%
3
+1
SFM icon
2004
Sprouts Farmers Market
SFM
$7.42B
$1.2K ﹤0.01%
15
-80
RUM icon
2005
Rumble
RUM
$1.76B
$1.17K ﹤0.01%
185
QSR icon
2006
Restaurant Brands International
QSR
$25.3B
$1.16K ﹤0.01%
+17
BMEZ icon
2007
BlackRock Health Sciences Trust II
BMEZ
$903M
$1.14K ﹤0.01%
76
SHG icon
2008
Shinhan Financial Group
SHG
$28.6B
$1.13K ﹤0.01%
+21
ALRM icon
2009
Alarm.com
ALRM
$2.43B
$1.12K ﹤0.01%
22
STLA icon
2010
Stellantis
STLA
$20.1B
$1.1K ﹤0.01%
+101
SWKS icon
2011
Skyworks Solutions
SWKS
$8.15B
$1.08K ﹤0.01%
17
CVE icon
2012
Cenovus Energy
CVE
$43.2B
$1.07K ﹤0.01%
+63
ARKG icon
2013
ARK Genomic Revolution ETF
ARKG
$1.16B
$1.03K ﹤0.01%
35
USPH icon
2014
US Physical Therapy
USPH
$1.2B
$1.01K ﹤0.01%
13
BAH icon
2015
Booz Allen Hamilton
BAH
$9.73B
$1.01K ﹤0.01%
12
-7
STCE icon
2016
Schwab Crypto Thematic ETF
STCE
$224M
$959 ﹤0.01%
+16
COCHW icon
2017
Envoy Medical Warrant
COCHW
$954 ﹤0.01%
24,522
ATKR icon
2018
Atkore
ATKR
$2.03B
$949 ﹤0.01%
+15
PSKY
2019
Paramount Skydance Corp
PSKY
$12.4B
$938 ﹤0.01%
70
MJ icon
2020
Amplify Alternative Harvest ETF
MJ
$124M
$923 ﹤0.01%
31
PHG icon
2021
Philips
PHG
$27.4B
$921 ﹤0.01%
+34
NTRA icon
2022
Natera
NTRA
$28.5B
$916 ﹤0.01%
+4
FN icon
2023
Fabrinet
FN
$18.2B
$911 ﹤0.01%
+2
LRN icon
2024
Stride
LRN
$3.62B
$909 ﹤0.01%
14
EXPO icon
2025
Exponent
EXPO
$3.49B
$903 ﹤0.01%
13
-5