AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,978
New
Increased
Reduced
Closed

Top Buys

1 +$114M
2 +$91.3M
3 +$27.8M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
5
RBA icon
RB Global
RBA
+$13.8M

Top Sells

1 +$68.6M
2 +$27.9M
3 +$27.5M
4
HLIT icon
Harmonic Inc
HLIT
+$25.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M

Sector Composition

1 Industrials 16.88%
2 Technology 11.72%
3 Consumer Discretionary 11.23%
4 Financials 8.54%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LNG icon
1051
Cheniere Energy
LNG
$44.7B
$31K ﹤0.01%
134
-982
EIPI
1052
FT Energy Income Partners Enhanced Income ETF
EIPI
$901M
$30.9K ﹤0.01%
1,523
+28
IXC icon
1053
iShares Global Energy ETF
IXC
$1.9B
$30.6K ﹤0.01%
728
-70
PPL icon
1054
PPL Corp
PPL
$27.1B
$30.5K ﹤0.01%
845
+835
BTC
1055
Grayscale Bitcoin Mini Trust ETF
BTC
$4.53B
$30.1K ﹤0.01%
826
-67
IYK icon
1056
iShares US Consumer Staples ETF
IYK
$1.28B
$30.1K ﹤0.01%
420
ORLA
1057
Orla Mining
ORLA
$3.24B
$29.7K ﹤0.01%
3,180
KTB icon
1058
Kontoor Brands
KTB
$4.01B
$29.5K ﹤0.01%
460
BRSL
1059
Brightstar Lottery PLC
BRSL
$3.14B
$29.3K ﹤0.01%
1,804
CNA icon
1060
CNA Financial
CNA
$12.2B
$29.2K ﹤0.01%
575
RIO icon
1061
Rio Tinto
RIO
$113B
$29.1K ﹤0.01%
485
WHF icon
1062
WhiteHorse Finance
WHF
$165M
$28.9K ﹤0.01%
3,000
EQR icon
1063
Equity Residential
EQR
$22.7B
$28.6K ﹤0.01%
400
WDFC icon
1064
WD-40
WDFC
$2.68B
$28.1K ﹤0.01%
115
NXPI icon
1065
NXP Semiconductors
NXPI
$51.5B
$27.9K ﹤0.01%
147
-24
AM icon
1066
Antero Midstream
AM
$8.44B
$27.9K ﹤0.01%
1,551
BRO icon
1067
Brown & Brown
BRO
$26.8B
$27.7K ﹤0.01%
223
XLG icon
1068
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$27.4K ﹤0.01%
595
+1
ON icon
1069
ON Semiconductor
ON
$19.6B
$27.3K ﹤0.01%
670
+90
DELL icon
1070
Dell
DELL
$98.3B
$27K ﹤0.01%
296
+15
CHTR icon
1071
Charter Communications
CHTR
$28.5B
$26.9K ﹤0.01%
73
IXN icon
1072
iShares Global Tech ETF
IXN
$6.41B
$26.8K ﹤0.01%
354
-6
GGG icon
1073
Graco
GGG
$13.5B
$26.6K ﹤0.01%
318
BAH icon
1074
Booz Allen Hamilton
BAH
$10.6B
$26.4K ﹤0.01%
252
-14
NOK icon
1075
Nokia
NOK
$36.8B
$26.4K ﹤0.01%
5,000