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
ONEQ icon
1151
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.32B
$20.7K ﹤0.01%
258
JQUA icon
1152
JPMorgan US Quality Factor ETF
JQUA
$7.67B
$20.6K ﹤0.01%
+343
HYBB icon
1153
iShares BB Rated Corporate Bond ETF
HYBB
$499M
$20.6K ﹤0.01%
438
SPG icon
1154
Simon Property Group
SPG
$60.5B
$20.6K ﹤0.01%
+128
IYG icon
1155
iShares US Financial Services ETF
IYG
$2.03B
$20.5K ﹤0.01%
240
BFC icon
1156
Bank First Corp
BFC
$1.52B
$20.5K ﹤0.01%
174
NCLH icon
1157
Norwegian Cruise Line
NCLH
$9.5B
$20.4K ﹤0.01%
1,005
+996
GFF icon
1158
Griffon
GFF
$3.99B
$20.2K ﹤0.01%
+279
TECK icon
1159
Teck Resources
TECK
$25.9B
$20.2K ﹤0.01%
500
TYL icon
1160
Tyler Technologies
TYL
$18.7B
$20.2K ﹤0.01%
34
GIS icon
1161
General Mills
GIS
$23.5B
$20.2K ﹤0.01%
389
-702
SNRE
1162
DELISTED
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
$20.1K ﹤0.01%
356
SII
1163
Sprott
SII
$3.27B
$20K ﹤0.01%
290
JPEM icon
1164
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$394M
$19.7K ﹤0.01%
350
CURB
1165
Curbline Properties
CURB
$2.57B
$19.6K ﹤0.01%
857
+17
WVE icon
1166
Wave Life Sciences
WVE
$2.59B
$19.5K ﹤0.01%
3,000
SPMD
1167
DELISTED
SUPERMEDIA INC COMMON STOCK
SPMD
$19.5K ﹤0.01%
+358
MIST icon
1168
Milestone Pharmaceuticals
MIST
$171M
$19.4K ﹤0.01%
10,000
MSOS icon
1169
AdvisorShares Pure US Cannabis ETF
MSOS
$888M
$19.3K ﹤0.01%
8,000
VDC icon
1170
Vanguard Consumer Staples ETF
VDC
$7.69B
$19.3K ﹤0.01%
88
INTF icon
1171
iShares International Equity Factor ETF
INTF
$3.03B
$19.3K ﹤0.01%
+563
LAZ icon
1172
Lazard
LAZ
$5.11B
$19.2K ﹤0.01%
+400
BCV
1173
Bancroft Fund
BCV
$137M
$18.9K ﹤0.01%
1,000
SLF icon
1174
Sun Life Financial
SLF
$34.6B
$18.8K ﹤0.01%
283
+135
TEX icon
1175
Terex
TEX
$3.97B
$18.7K ﹤0.01%
400