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
CSGP icon
1051
CoStar Group
CSGP
$29.2B
$32.6K ﹤0.01%
405
SW
1052
Smurfit Westrock
SW
$19.3B
$32.5K ﹤0.01%
754
KTB icon
1053
Kontoor Brands
KTB
$4.25B
$32.4K ﹤0.01%
491
+31
FNDB icon
1054
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.04B
$32.4K ﹤0.01%
1,350
CYBR icon
1055
CyberArk
CYBR
$23.7B
$32.1K ﹤0.01%
79
+4
SCS icon
1056
Steelcase
SCS
$1.86B
$31.9K ﹤0.01%
3,060
-53,740
ORLA
1057
Orla Mining
ORLA
$4.7B
$31.9K ﹤0.01%
3,180
DOW icon
1058
Dow Inc
DOW
$16.5B
$31.7K ﹤0.01%
1,196
+132
NXPI icon
1059
NXP Semiconductors
NXPI
$57.2B
$31.7K ﹤0.01%
145
-2
REGN icon
1060
Regeneron Pharmaceuticals
REGN
$76B
$31.5K ﹤0.01%
60
-1
MTUM icon
1061
iShares MSCI USA Momentum Factor ETF
MTUM
$20.5B
$31.2K ﹤0.01%
130
+126
SIGI icon
1062
Selective Insurance
SIGI
$4.69B
$31.2K ﹤0.01%
360
XLG icon
1063
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$31K ﹤0.01%
595
FRE
1064
DELISTED
FREDDIE MAC D/B/A VOTING
FRE
$30.9K ﹤0.01%
3,750
FLR icon
1065
Fluor
FLR
$7.33B
$30.8K ﹤0.01%
+600
EIPI
1066
FT Energy Income Partners Enhanced Income ETF
EIPI
$963M
$30.6K ﹤0.01%
1,552
+29
ALAB icon
1067
Astera Labs
ALAB
$25.8B
$30.5K ﹤0.01%
337
+242
CHTR icon
1068
Charter Communications
CHTR
$26B
$30.3K ﹤0.01%
74
+1
XYZ
1069
Block Inc
XYZ
$37.4B
$30.2K ﹤0.01%
445
+400
DOCU icon
1070
DocuSign
DOCU
$14.5B
$30K ﹤0.01%
385
-350
PXH icon
1071
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.74B
$30K ﹤0.01%
1,281
+272
MODG icon
1072
Topgolf Callaway Brands
MODG
$2.18B
$29.8K ﹤0.01%
3,700
IYK icon
1073
iShares US Consumer Staples ETF
IYK
$1.28B
$29.6K ﹤0.01%
420
AM icon
1074
Antero Midstream
AM
$8.64B
$29.4K ﹤0.01%
1,551
STX icon
1075
Seagate
STX
$57.8B
$29.3K ﹤0.01%
+203