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
$4.99B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$44.5M
3
+$18M
4
GLIBK
GCI Liberty Inc Series C
GLIBK
+$17.7M
5
ZTS icon
Zoetis
ZTS
+$14.4M

Top Sells

1
+$94.3M
2
+$36.5M
3
+$34.4M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$20.6M

Sector Composition

1 Industrials 18.32%
2 Technology 13.63%
3 Consumer Discretionary 13.2%
4 Financials 8.76%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTWO icon
576
Vanguard Russell 2000 ETF
VTWO
$13.6B
$375K 0.01%
3,835
+13
ICE icon
577
Intercontinental Exchange
ICE
$89.4B
$372K 0.01%
2,210
SLNG icon
578
Stabilis Solutions
SLNG
$92.6M
$370K 0.01%
84,849
+20,718
STE icon
579
Steris
STE
$25.5B
$368K 0.01%
1,489
-127
BTC
580
Grayscale Bitcoin Mini Trust ETF
BTC
$4.06B
$368K 0.01%
7,262
+1,466
IBDU icon
581
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.16B
$364K 0.01%
15,505
-1,276
INTC icon
582
Intel
INTC
$209B
$358K 0.01%
10,668
+2,722
IWS icon
583
iShares Russell Mid-Cap Value ETF
IWS
$14B
$353K 0.01%
2,528
MLPX icon
584
Global X MLP & Energy Infrastructure ETF
MLPX
$2.64B
$352K 0.01%
5,606
LLYVK icon
585
Liberty Live Group Series C
LLYVK
$7.45B
$350K 0.01%
3,613
CRVS icon
586
Corvus Pharmaceuticals
CRVS
$630M
$349K 0.01%
47,290
+4,183
SURE icon
587
AdvisorShares Insider Advantage ETF
SURE
$48.3M
$348K 0.01%
2,810
FLL icon
588
Full House Resorts
FLL
$100M
$346K 0.01%
107,810
+19,150
TPG icon
589
TPG
TPG
$9.29B
$345K 0.01%
6,000
CON
590
Concentra Group Holdings
CON
$2.5B
$339K 0.01%
+16,210
IBIT icon
591
iShares Bitcoin Trust
IBIT
$72.2B
$339K 0.01%
5,217
+935
STEW
592
SRH Total Return Fund
STEW
$1.75B
$336K 0.01%
18,481
-1,100
VTEB icon
593
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$330K 0.01%
6,582
-138
AVDV icon
594
Avantis International Small Cap Value ETF
AVDV
$14.6B
$328K 0.01%
3,685
LECO icon
595
Lincoln Electric
LECO
$13.3B
$328K 0.01%
1,391
-128
VRTX icon
596
Vertex Pharmaceuticals
VRTX
$118B
$328K 0.01%
837
+1
ASYS icon
597
Amtech Systems
ASYS
$125M
$326K 0.01%
35,247
-75,775
VONG icon
598
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$326K 0.01%
2,707
-44
IJK icon
599
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$325K 0.01%
3,385
-9
HCKT icon
600
Hackett Group
HCKT
$520M
$323K 0.01%
16,993
-17,561
22 23
24
25 26