AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.8B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,142
New
Increased
Reduced
Closed

Top Buys

1 +$64.6M
2 +$58.9M
3 +$46.2M
4
AMCR icon
Amcor
AMCR
+$40.5M
5
META icon
Meta Platforms (Facebook)
META
+$31.9M

Top Sells

1 +$112M
2 +$58.3M
3 +$26.2M
4
RBA icon
RB Global
RBA
+$20.2M
5
ARCB icon
ArcBest
ARCB
+$14.4M

Sector Composition

1 Industrials 20.17%
2 Technology 13.17%
3 Consumer Discretionary 12.68%
4 Financials 8.69%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FORR icon
426
Forrester Research
FORR
$135M
$810K 0.02%
81,825
+56,675
SCHD icon
427
Schwab US Dividend Equity ETF
SCHD
$71.6B
$809K 0.02%
30,515
+1,259
APO icon
428
Apollo Global Management
APO
$78.1B
$807K 0.02%
5,689
+5,379
CLMB icon
429
Climb Global Solutions
CLMB
$490M
$803K 0.02%
7,508
-2,290
VGT icon
430
Vanguard Information Technology ETF
VGT
$114B
$796K 0.02%
1,200
+54
DG icon
431
Dollar General
DG
$24.2B
$787K 0.02%
6,881
-377
CCI icon
432
Crown Castle
CCI
$38.5B
$784K 0.02%
7,636
-1,142
LXFR icon
433
Luxfer Holdings
LXFR
$343M
$779K 0.02%
63,917
-19,340
UHAL.B icon
434
U-Haul Holding Co Series N
UHAL.B
$9.42B
$777K 0.02%
14,288
-625
JEF icon
435
Jefferies Financial Group
JEF
$12B
$775K 0.02%
14,175
-500
MKTX icon
436
MarketAxess Holdings
MKTX
$5.94B
$772K 0.02%
3,455
+400
TPR icon
437
Tapestry
TPR
$22.9B
$763K 0.02%
8,692
ULBI icon
438
Ultralife
ULBI
$94.1M
$761K 0.02%
+84,759
PKE icon
439
Park Aerospace
PKE
$392M
$748K 0.02%
50,650
MOG.A icon
440
Moog Inc Class A
MOG.A
$7.44B
$732K 0.02%
4,045
KRT icon
441
Karat Packaging
KRT
$451M
$725K 0.02%
25,749
-199
INSE icon
442
Inspired Entertainment
INSE
$236M
$721K 0.02%
88,250
+3,280
TSM icon
443
TSMC
TSM
$1.53T
$714K 0.01%
3,152
-112
RHLD
444
Resolute Holdings Management
RHLD
$1.63B
$712K 0.01%
22,337
LAKE icon
445
Lakeland Industries
LAKE
$151M
$707K 0.01%
51,915
-224,773
SNOW icon
446
Snowflake
SNOW
$89.8B
$703K 0.01%
3,143
NEAR icon
447
iShares Short Maturity Bond ETF
NEAR
$3.76B
$702K 0.01%
13,740
-1,970
EMR icon
448
Emerson Electric
EMR
$75.8B
$700K 0.01%
5,248
+145
EFA icon
449
iShares MSCI EAFE ETF
EFA
$68.9B
$695K 0.01%
7,779
+725
GDX icon
450
VanEck Gold Miners ETF
GDX
$23.8B
$688K 0.01%
13,218
-276