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 13.21%
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
OBTC
1026
Osprey Bitcoin Trust UBI
OBTC
$36.3K ﹤0.01%
+1,165
BSJU icon
1027
Invesco BulletShares 2030 High Yield Corporate Bond ETF
BSJU
$222M
$36.3K ﹤0.01%
1,394
ETO
1028
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO
$491M
$36K ﹤0.01%
1,325
SPDW icon
1029
SPDR Portfolio Developed World ex-US ETF
SPDW
$34.9B
$36K ﹤0.01%
+888
PPG icon
1030
PPG Industries
PPG
$25B
$35.9K ﹤0.01%
316
-16
ON icon
1031
ON Semiconductor
ON
$25.3B
$35.9K ﹤0.01%
685
+15
CBZ icon
1032
CBIZ
CBZ
$2.49B
$35.9K ﹤0.01%
500
KRC icon
1033
Kilroy Realty
KRC
$4.41B
$35.8K ﹤0.01%
1,042
+20
EWS icon
1034
iShares MSCI Singapore ETF
EWS
$746M
$35.5K ﹤0.01%
1,368
NET icon
1035
Cloudflare
NET
$62.4B
$35.2K ﹤0.01%
180
+100
ACLS icon
1036
Axcelis
ACLS
$2.81B
$34.8K ﹤0.01%
500
BSJP
1037
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$34.8K ﹤0.01%
1,509
KOMP icon
1038
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.64B
$34.8K ﹤0.01%
640
+357
FHN icon
1039
First Horizon
FHN
$12B
$34.7K ﹤0.01%
1,636
LNC icon
1040
Lincoln National
LNC
$7.82B
$34.6K ﹤0.01%
1,000
RWR icon
1041
State Street SPDR Dow Jones REIT ETF
RWR
$1.72B
$34.5K ﹤0.01%
358
CLVT icon
1042
Clarivate
CLVT
$1.92B
$34.4K ﹤0.01%
+8,000
SI
1043
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
$34.2K ﹤0.01%
265
+65
AVB icon
1044
AvalonBay Communities
AVB
$25.3B
$33.9K ﹤0.01%
167
+8
ROST icon
1045
Ross Stores
ROST
$61.7B
$33.8K ﹤0.01%
265
+2
ODFL icon
1046
Old Dominion Freight Line
ODFL
$36.8B
$33.4K ﹤0.01%
206
-2
ES icon
1047
Eversource Energy
ES
$26.6B
$33K ﹤0.01%
519
+482
IXN icon
1048
iShares Global Tech ETF
IXN
$6.7B
$32.7K ﹤0.01%
354
LNG icon
1049
Cheniere Energy
LNG
$44.2B
$32.6K ﹤0.01%
134
REGL icon
1050
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.78B
$32.6K ﹤0.01%
400