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
DFAE icon
1026
Dimensional Emerging Core Equity Market ETF
DFAE
$7.88B
$38.7K ﹤0.01%
1,226
+252
NET icon
1027
Cloudflare
NET
$64.5B
$38.6K ﹤0.01%
180
WPC icon
1028
W.P. Carey
WPC
$15.4B
$38.4K ﹤0.01%
568
-182
MSOS icon
1029
AdvisorShares Pure US Cannabis ETF
MSOS
$896M
$38.3K ﹤0.01%
8,000
PTMC icon
1030
Pacer Trendpilot US Mid Cap ETF
PTMC
$396M
$38.2K ﹤0.01%
+1,068
CYBR icon
1031
CyberArk
CYBR
$22.9B
$38.2K ﹤0.01%
79
VMO icon
1032
Invesco Municipal Opportunity Trust
VMO
$658M
$38.1K ﹤0.01%
3,935
-90
BHP icon
1033
BHP
BHP
$165B
$37.9K ﹤0.01%
680
-200
BGC icon
1034
BGC Group
BGC
$4.24B
$37.8K ﹤0.01%
4,000
RGTI icon
1035
Rigetti Computing
RGTI
$8.46B
$37.6K ﹤0.01%
+1,261
ABNB icon
1036
Airbnb
ABNB
$79.2B
$37.5K ﹤0.01%
309
+22
RIVN icon
1037
Rivian
RIVN
$20.4B
$37.3K ﹤0.01%
2,538
-1,100
FHN icon
1038
First Horizon
FHN
$11.7B
$37K ﹤0.01%
1,636
IXN icon
1039
iShares Global Tech ETF
IXN
$6.57B
$36.5K ﹤0.01%
354
ETO
1040
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$493M
$36.5K ﹤0.01%
1,325
NGG icon
1041
National Grid
NGG
$80.4B
$36.3K ﹤0.01%
+507
EWS icon
1042
iShares MSCI Singapore ETF
EWS
$745M
$36.2K ﹤0.01%
1,279
-89
ETHA
1043
iShares Ethereum Trust ETF
ETHA
$1.74B
$36.2K ﹤0.01%
+1,148
RWR icon
1044
State Street SPDR Dow Jones REIT ETF
RWR
$1.72B
$35.9K ﹤0.01%
358
GWX icon
1045
SPDR S&P International Small Cap ETF
GWX
$816M
$35.6K ﹤0.01%
886
+244
CIBR icon
1046
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.6B
$35.2K ﹤0.01%
+463
AU icon
1047
AngloGold Ashanti
AU
$50B
$35.2K ﹤0.01%
+500
CALY
1048
Callaway Golf Company
CALY
$2.78B
$35.1K ﹤0.01%
3,700
BSJP
1049
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$34.8K ﹤0.01%
1,509
FNDB icon
1050
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.08B
$34.7K ﹤0.01%
1,350
40 41
42
43 44