AA
Ancora Advisors Portfolio holdings
AUM
$4.99B
1-Year Est. Return
19.35%
1 Year Est. Return
+19.35%
AUM
$4.8B
AUM Growth
+$345M
(+7.8%)
Holding
2,142
Top Buys
| 1 | +$64.6M | |
| 2 | +$58.9M | |
| 3 | +$46.2M | |
| 4 |
Amcor
AMCR
|
+$40.5M |
| 5 |
Meta Platforms (Facebook)
META
|
+$31.9M |
Top Sells
| 1 | +$112M | |
| 2 | +$58.3M | |
| 3 | +$26.2M | |
| 4 |
RB Global
RBA
|
+$20.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$495B
| $40.3M | 0.84% |
263,541
+1,507
|
|
||
27
Bank of America
BAC
$395B
| $38.8M | 0.81% |
820,295
+9,475
|
|
||
28
Chevron
CVX
$303B
| $35.8M | 0.74% |
250,213
+3,884
|
|
||
29
Procter & Gamble
PG
$343B
| $35.2M | 0.73% |
220,917
-884
|
|
||
30
Accenture
ACN
$169B
| $34.3M | 0.71% |
114,814
+8,735
|
|
||
31
Forward Air
FWRD
$787M
| $33.4M | 0.69% |
1,359,043
+128,653
|
|
||
32
McDonald's
MCD
$219B
| $31.6M | 0.65% |
108,059
-820
|
|
||
33
Vanguard Short-Term Bond ETF
BSV
$39.2B
| $31.5M | 0.65% |
399,764
-8,697
|
|
||
34
Alphabet (Google) Class C
GOOG
$3.87T
| $31.1M | 0.64% |
175,171
+10,384
|
|
||
35
American Tower
AMT
$82.5B
| $30.7M | 0.64% |
138,873
+3,363
|
|
||
36
VanEck Morningstar Wide Moat ETF
MOAT
$13B
| $29.9M | 0.62% |
318,291
+18,957
|
|
||
37
NVIDIA
NVDA
$4.36T
| $28.9M | 0.6% |
182,703
+6,270
|
|
||
38
NextNav
NN
$1.96B
| $28.5M | 0.59% |
1,875,361
-362,375
|
|
||
39
Janus Henderson AAA CLO ETF
JAAA
$25.2B
| $27.7M | 0.58% |
546,613
+58,352
|
|
||
40
Marriott International
MAR
$82.3B
| $27.3M | 0.57% |
99,768
+1,646
|
|
||
41
Green Plains
GPRE
$708M
| $26.3M | 0.54% |
4,353,413
+16,838
|
|
||
42
Weyerhaeuser
WY
$15.8B
| $23.5M | 0.49% |
914,134
+9,412
|
|
||
|
MAGN
43
Magnera Corp
MAGN
$498M
| $23.3M | 0.48% |
1,927,343
+251,768
|
|
||
44
Schwab US Large- Cap ETF
SCHX
$63B
| $22.9M | 0.47% |
935,361
+83,755
|
|
||
45
Kenvue
KVUE
$32.5B
| $22.7M | 0.47% |
1,086,165
+279,823
|
|
||
46
Walt Disney
DIS
$189B
| $22.3M | 0.46% |
179,430
+29,867
|
|
||
47
Linde
LIN
$191B
| $21.8M | 0.45% |
46,565
+1,423
|
|
||
48
Qualcomm
QCOM
$187B
| $21.4M | 0.44% |
134,654
+13,324
|
|
||
49
Stifel
SF
$12.5B
| $20.5M | 0.42% |
197,212
+61,257
|
|
||
50
Fortune Brands Innovations
FBIN
$6.18B
| $19.8M | 0.41% |
385,000
+83,202
|
|