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
JQUA icon
1151
JPMorgan US Quality Factor ETF
JQUA
$7.43B
$20.6K ﹤0.01%
+343
HYBB icon
1152
iShares BB Rated Corporate Bond ETF
HYBB
$448M
$20.6K ﹤0.01%
438
SPG icon
1153
Simon Property Group
SPG
$59.8B
$20.6K ﹤0.01%
+128
IYG icon
1154
iShares US Financial Services ETF
IYG
$1.91B
$20.5K ﹤0.01%
240
BFC icon
1155
Bank First Corp
BFC
$1.28B
$20.5K ﹤0.01%
174
NCLH icon
1156
Norwegian Cruise Line
NCLH
$8.57B
$20.4K ﹤0.01%
1,005
+996
GFF icon
1157
Griffon
GFF
$3.39B
$20.2K ﹤0.01%
+279
TECK icon
1158
Teck Resources
TECK
$21.9B
$20.2K ﹤0.01%
500
TYL icon
1159
Tyler Technologies
TYL
$20B
$20.2K ﹤0.01%
34
GIS icon
1160
General Mills
GIS
$24.5B
$20.2K ﹤0.01%
389
-702
SNRE
1161
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$20.1K ﹤0.01%
356
SII
1162
Sprott
SII
$2.35B
$20K ﹤0.01%
290
JPEM icon
1163
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$372M
$19.7K ﹤0.01%
350
CURB
1164
Curbline Properties
CURB
$2.49B
$19.6K ﹤0.01%
857
+17
WVE icon
1165
Wave Life Sciences
WVE
$1.27B
$19.5K ﹤0.01%
3,000
SPMD
1166
DELISTED
SUPERMEDIA INC COMMON STOCK
SPMD
$19.5K ﹤0.01%
+358
MIST icon
1167
Milestone Pharmaceuticals
MIST
$224M
$19.4K ﹤0.01%
10,000
MSOS icon
1168
AdvisorShares Pure US Cannabis ETF
MSOS
$724M
$19.3K ﹤0.01%
8,000
VDC icon
1169
Vanguard Consumer Staples ETF
VDC
$7.25B
$19.3K ﹤0.01%
88
INTF icon
1170
iShares International Equity Factor ETF
INTF
$2.81B
$19.3K ﹤0.01%
+563
LAZ icon
1171
Lazard
LAZ
$5.09B
$19.2K ﹤0.01%
+400
BCV
1172
Bancroft Fund
BCV
$131M
$18.9K ﹤0.01%
1,000
SLF icon
1173
Sun Life Financial
SLF
$32.2B
$18.8K ﹤0.01%
283
+135
TEX icon
1174
Terex
TEX
$3.3B
$18.7K ﹤0.01%
400
PATK icon
1175
Patrick Industries
PATK
$3.57B
$18.6K ﹤0.01%
202
+27