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
$4.8B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,142
New
Increased
Reduced
Closed

Top Buys

1 +$64.6M
2 +$58.9M
3 +$46.2M
4
AMCR icon
Amcor
AMCR
+$40.5M
5
META icon
Meta Platforms (Facebook)
META
+$31.9M

Top Sells

1 +$112M
2 +$58.3M
3 +$26.2M
4
RBA icon
RB Global
RBA
+$20.2M
5
ARCB icon
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
BSJU icon
1026
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$185M
$36.3K ﹤0.01%
1,394
ETO
1027
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$478M
$36K ﹤0.01%
1,325
SPDW icon
1028
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.9B
$36K ﹤0.01%
+888
PPG icon
1029
PPG Industries
PPG
$22.6B
$35.9K ﹤0.01%
316
-16
ON icon
1030
ON Semiconductor
ON
$22.5B
$35.9K ﹤0.01%
685
+15
CBZ icon
1031
CBIZ
CBZ
$2.89B
$35.9K ﹤0.01%
500
KRC icon
1032
Kilroy Realty
KRC
$4.82B
$35.8K ﹤0.01%
1,042
+20
EWS icon
1033
iShares MSCI Singapore ETF
EWS
$826M
$35.5K ﹤0.01%
1,368
NET icon
1034
Cloudflare
NET
$71.6B
$35.2K ﹤0.01%
180
+100
ACLS icon
1035
Axcelis
ACLS
$2.77B
$34.8K ﹤0.01%
500
BSJP icon
1036
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$585M
$34.8K ﹤0.01%
1,509
KOMP icon
1037
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.49B
$34.8K ﹤0.01%
640
+357
FHN icon
1038
First Horizon
FHN
$11.3B
$34.7K ﹤0.01%
1,636
LNC icon
1039
Lincoln National
LNC
$8.12B
$34.6K ﹤0.01%
1,000
RWR icon
1040
State Street SPDR Dow Jones REIT ETF
RWR
$1.73B
$34.5K ﹤0.01%
358
CLVT icon
1041
Clarivate
CLVT
$2.49B
$34.4K ﹤0.01%
+8,000
SI
1042
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$34.2K ﹤0.01%
265
+65
AVB icon
1043
AvalonBay Communities
AVB
$25.5B
$33.9K ﹤0.01%
167
+8
ROST icon
1044
Ross Stores
ROST
$57.9B
$33.8K ﹤0.01%
265
+2
ODFL icon
1045
Old Dominion Freight Line
ODFL
$32.1B
$33.4K ﹤0.01%
206
-2
ES icon
1046
Eversource Energy
ES
$24.7B
$33K ﹤0.01%
519
+482
IXN icon
1047
iShares Global Tech ETF
IXN
$6.45B
$32.7K ﹤0.01%
354
LNG icon
1048
Cheniere Energy
LNG
$44.7B
$32.6K ﹤0.01%
134
REGL icon
1049
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.71B
$32.6K ﹤0.01%
400
SPSB icon
1050
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.27B
$32.6K ﹤0.01%
1,080