AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Return 21.61%
This Quarter Return
+5.83%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$1.48B
AUM Growth
+$106M
Cap. Flow
+$49.2M
Cap. Flow %
3.33%
Top 10 Hldgs %
14.09%
Holding
1,286
New
48
Increased
212
Reduced
192
Closed
670

Sector Composition

1 Financials 10.5%
2 Technology 9.96%
3 Industrials 9.67%
4 Healthcare 8.9%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LBTYA icon
901
Liberty Global Class A
LBTYA
$4.07B
-300
Closed -$9K
LBTYK icon
902
Liberty Global Class C
LBTYK
$4.13B
-528
Closed -$16K
LEE icon
903
Lee Enterprises
LEE
$27.7M
-613
Closed -$18K
LECO icon
904
Lincoln Electric
LECO
$13.4B
-1,119
Closed -$86K
LEG icon
905
Leggett & Platt
LEG
$1.34B
-1,350
Closed -$66K
LEN icon
906
Lennar Class A
LEN
$36.3B
-604
Closed -$25K
LGI
907
Lazard Global Total Return & Income Fund
LGI
$230M
-233
Closed -$3K
LGND icon
908
Ligand Pharmaceuticals
LGND
$3.26B
-240
Closed -$15K
LH icon
909
Labcorp
LH
$23.2B
-815
Closed -$90K
LILAK icon
910
Liberty Latin America Class C
LILAK
$1.55B
-68
Closed -$1K
LMT icon
911
Lockheed Martin
LMT
$110B
-55
Closed -$14K
LQD icon
912
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
-947
Closed -$110K
LUMN icon
913
Lumen
LUMN
$6.25B
-770
Closed -$18K
LW icon
914
Lamb Weston
LW
$7.96B
-4,710
Closed -$178K
M icon
915
Macy's
M
$4.67B
-300
Closed -$11K
MAIN icon
916
Main Street Capital
MAIN
$6.01B
-1,825
Closed -$67K
MBB icon
917
iShares MBS ETF
MBB
$41.5B
-65
Closed -$7K
MCK icon
918
McKesson
MCK
$89.5B
-231
Closed -$32K
MCN
919
Madison Covered Call & Equity Strategy Fund
MCN
$132M
-730
Closed -$6K
MCY icon
920
Mercury Insurance
MCY
$4.38B
-700
Closed -$42K
MDIV icon
921
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$436M
-1,362
Closed -$26K
MDY icon
922
SPDR S&P MidCap 400 ETF Trust
MDY
$24.2B
-174
Closed -$52K
MDYV icon
923
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.5B
-600
Closed -$28K
MELI icon
924
Mercado Libre
MELI
$119B
-200
Closed -$31K
MESO
925
Mesoblast
MESO
$1.97B
-750
Closed -$8K