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
JOBY icon
1051
Joby Aviation
JOBY
$13.4B
$34.7K ﹤0.01%
+2,150
SPHQ icon
1052
Invesco S&P 500 Quality ETF
SPHQ
$15.5B
$34.5K ﹤0.01%
+471
RDDT icon
1053
Reddit
RDDT
$42.7B
$34.5K ﹤0.01%
150
-150
ORLA
1054
Orla Mining
ORLA
$5.74B
$34.3K ﹤0.01%
3,180
CSGP icon
1055
CoStar Group
CSGP
$27B
$34.2K ﹤0.01%
405
REGL icon
1056
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.76B
$34.1K ﹤0.01%
400
ON icon
1057
ON Semiconductor
ON
$24.2B
$33.8K ﹤0.01%
685
REGN icon
1058
Regeneron Pharmaceuticals
REGN
$77.1B
$33.7K ﹤0.01%
60
TGLS icon
1059
Tecnoglass
TGLS
$2.42B
$33.5K ﹤0.01%
500
UNM icon
1060
Unum
UNM
$12.6B
$33.2K ﹤0.01%
427
+339
BLOK icon
1061
Amplify Blockchain Technology ETF
BLOK
$1.25B
$33.2K ﹤0.01%
495
+75
NXPI icon
1062
NXP Semiconductors
NXPI
$58.1B
$33K ﹤0.01%
145
SPSB icon
1063
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.5B
$32.7K ﹤0.01%
1,080
PXH icon
1064
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.82B
$32.6K ﹤0.01%
1,281
GSEW icon
1065
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.55B
$32.4K ﹤0.01%
+381
PAAS icon
1066
Pan American Silver
PAAS
$24.7B
$32.3K ﹤0.01%
834
IWY icon
1067
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$32.3K ﹤0.01%
118
AVB icon
1068
AvalonBay Communities
AVB
$25.2B
$32.2K ﹤0.01%
167
XYZ
1069
Block Inc
XYZ
$38.1B
$32.2K ﹤0.01%
445
TFC icon
1070
Truist Financial
TFC
$62.9B
$31.7K ﹤0.01%
693
+500
TEM
1071
Tempus AI
TEM
$11.9B
$31.4K ﹤0.01%
389
+49
EIPI
1072
FT Energy Income Partners Enhanced Income ETF
EIPI
$967M
$31.4K ﹤0.01%
1,582
+30
SIGI icon
1073
Selective Insurance
SIGI
$4.91B
$31.2K ﹤0.01%
385
+25
IEI icon
1074
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$31.1K ﹤0.01%
260
+85
GFF icon
1075
Griffon
GFF
$3.85B
$31K ﹤0.01%
407
+128