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
MRBK icon
451
Meridian
MRBK
$190M
$687K 0.01%
53,270
+19,680
SCHK icon
452
Schwab 1000 Index ETF
SCHK
$4.84B
$683K 0.01%
22,916
T icon
453
AT&T
T
$180B
$682K 0.01%
23,582
-275
RGR icon
454
Sturm, Ruger & Co
RGR
$501M
$671K 0.01%
18,679
NUTX
455
Nutex Health
NUTX
$932M
$666K 0.01%
5,346
-12,740
ADI icon
456
Analog Devices
ADI
$136B
$662K 0.01%
2,782
+99
MGC icon
457
Vanguard Mega Cap 300 Index ETF
MGC
$9.07B
$657K 0.01%
2,922
-2,482
GOLD
458
Gold.com, Inc.
GOLD
$773M
$652K 0.01%
29,408
+17,277
LYB icon
459
LyondellBasell Industries
LYB
$14.8B
$648K 0.01%
11,192
+4,018
FWRG icon
460
First Watch Restaurant Group
FWRG
$1.09B
$645K 0.01%
40,210
-80,800
WSBC icon
461
WesBanco
WSBC
$3.22B
$642K 0.01%
20,292
DOV icon
462
Dover
DOV
$26.1B
$642K 0.01%
3,501
-2
GLW icon
463
Corning
GLW
$71.6B
$639K 0.01%
12,157
+2,497
BWMN icon
464
Bowman Consulting
BWMN
$611M
$637K 0.01%
22,146
GOGO icon
465
Gogo Inc
GOGO
$929M
$635K 0.01%
43,285
-9,801
NEM icon
466
Newmont
NEM
$97.8B
$626K 0.01%
10,746
-180
GBTC icon
467
Grayscale Bitcoin Trust
GBTC
$37.1B
$616K 0.01%
7,260
CHKP icon
468
Check Point Software Technologies
CHKP
$20.5B
$615K 0.01%
2,780
+205
EMLP icon
469
First Trust North American Energy Infrastructure Fund
EMLP
$3.43B
$612K 0.01%
16,328
+3,594
DGRO icon
470
iShares Core Dividend Growth ETF
DGRO
$35.7B
$608K 0.01%
9,503
+4
EEM icon
471
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$599K 0.01%
12,410
+548
SLGN icon
472
Silgan Holdings
SLGN
$4.15B
$599K 0.01%
11,049
+1,994
IUSG icon
473
iShares Core S&P US Growth ETF
IUSG
$26.2B
$595K 0.01%
3,955
NWBI icon
474
Northwest Bancshares
NWBI
$1.82B
$594K 0.01%
46,508
VXUS icon
475
Vanguard Total International Stock ETF
VXUS
$112B
$590K 0.01%
8,544
+6
17 18
19
20 21