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 13.66%
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
JNK icon
976
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.83B
$50.5K ﹤0.01%
515
+510
MCO icon
977
Moody's
MCO
$92.3B
$50.2K ﹤0.01%
105
VGMS
978
Vanguard Multi-Sector Income Bond ETF
VGMS
$169M
$50.1K ﹤0.01%
+968
UAL icon
979
United Airlines
UAL
$35.1B
$49.9K ﹤0.01%
517
CACI icon
980
CACI
CACI
$13.9B
$49.9K ﹤0.01%
100
BMRN icon
981
BioMarin Pharmaceuticals
BMRN
$10.8B
$49.7K ﹤0.01%
918
BWXT icon
982
BWX Technologies
BWXT
$18.8B
$48.9K ﹤0.01%
+265
ACLS icon
983
Axcelis
ACLS
$2.71B
$48.8K ﹤0.01%
500
PRK icon
984
Park National Corp
PRK
$2.6B
$48.8K ﹤0.01%
300
CGDG icon
985
Capital Group Dividend Growers ETF
CGDG
$4.23B
$48.3K ﹤0.01%
+1,394
STX icon
986
Seagate
STX
$71B
$47.9K ﹤0.01%
203
MGY icon
987
Magnolia Oil & Gas
MGY
$4.15B
$47.7K ﹤0.01%
2,000
QQQE icon
988
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.22B
$47.7K ﹤0.01%
470
+1
KOMP icon
989
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.6B
$47.7K ﹤0.01%
766
+126
EBMT icon
990
Eagle Bancorp Montana
EBMT
$164M
$47.5K ﹤0.01%
2,750
SPTM icon
991
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12B
$47.1K ﹤0.01%
584
JIVE icon
992
JPMorgan International Value ETF
JIVE
$1.2B
$47K ﹤0.01%
+624
MITSY
993
DELISTED
MITSUI & CO LTD ADR (US)
MITSY
$46.7K ﹤0.01%
94
PENN icon
994
PENN Entertainment
PENN
$1.83B
$46.6K ﹤0.01%
2,420
-5,635
SPMD icon
995
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.8B
$46.1K ﹤0.01%
806
FNDX icon
996
Schwab Fundamental US Large Company Index ETF
FNDX
$22.8B
$45.1K ﹤0.01%
1,713
-253
DOL icon
997
WisdomTree True Developed International Fund
DOL
$730M
$44.8K ﹤0.01%
720
ROOT icon
998
Root
ROOT
$1.06B
$44.8K ﹤0.01%
500
KRC icon
999
Kilroy Realty
KRC
$4.46B
$44.7K ﹤0.01%
1,058
+16
HOMB icon
1000
Home BancShares
HOMB
$5.6B
$44.6K ﹤0.01%
1,576