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
SPSB icon
1051
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.51B
$32.6K ﹤0.01%
1,080
CSGP icon
1052
CoStar Group
CSGP
$27.4B
$32.6K ﹤0.01%
405
SW
1053
Smurfit Westrock
SW
$21.9B
$32.5K ﹤0.01%
754
KTB icon
1054
Kontoor Brands
KTB
$3.31B
$32.4K ﹤0.01%
491
+31
FNDB icon
1055
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.1B
$32.4K ﹤0.01%
1,350
CYBR icon
1056
CyberArk
CYBR
$22.3B
$32.1K ﹤0.01%
79
+4
SCS
1057
DELISTED
Steelcase
SCS
$31.9K ﹤0.01%
3,060
-53,740
ORLA
1058
Orla Mining
ORLA
$5.55B
$31.9K ﹤0.01%
3,180
DOW icon
1059
Dow Inc
DOW
$20.1B
$31.7K ﹤0.01%
1,196
+132
NXPI icon
1060
NXP Semiconductors
NXPI
$59.2B
$31.7K ﹤0.01%
145
-2
REGN icon
1061
Regeneron Pharmaceuticals
REGN
$78.3B
$31.5K ﹤0.01%
60
-1
MTUM icon
1062
iShares MSCI USA Momentum Factor ETF
MTUM
$21.3B
$31.2K ﹤0.01%
130
+126
SIGI icon
1063
Selective Insurance
SIGI
$4.99B
$31.2K ﹤0.01%
360
XLG icon
1064
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
$31K ﹤0.01%
595
FRE
1065
DELISTED
FREDDIE MAC D/B/A VOTING
FRE
$30.9K ﹤0.01%
3,750
FLR icon
1066
Fluor
FLR
$7.18B
$30.8K ﹤0.01%
+600
EIPI
1067
FT Energy Income Partners Enhanced Income ETF
EIPI
$974M
$30.6K ﹤0.01%
1,552
+29
ALAB icon
1068
Astera Labs
ALAB
$30.3B
$30.5K ﹤0.01%
337
+242
CHTR icon
1069
Charter Communications
CHTR
$24.2B
$30.3K ﹤0.01%
74
+1
XYZ
1070
Block Inc
XYZ
$39.2B
$30.2K ﹤0.01%
445
+400
DOCU icon
1071
DocuSign
DOCU
$11.2B
$30K ﹤0.01%
385
-350
PXH icon
1072
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.85B
$30K ﹤0.01%
1,281
+272
CALY
1073
Callaway Golf Company
CALY
$2.81B
$29.8K ﹤0.01%
3,700
IYK icon
1074
iShares US Consumer Staples ETF
IYK
$1.2B
$29.6K ﹤0.01%
420
AM icon
1075
Antero Midstream
AM
$8.83B
$29.4K ﹤0.01%
1,551