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
$4.99B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1 +$54.4M
2 +$44.5M
3 +$18M
4
GLIBK
GCI Liberty Inc Series C
GLIBK
+$17.7M
5
ZTS icon
Zoetis
ZTS
+$14.4M

Top Sells

1 +$94.3M
2 +$36.5M
3 +$34.4M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$20.6M

Sector Composition

1 Industrials 18.32%
2 Technology 13.66%
3 Consumer Discretionary 13.2%
4 Financials 8.76%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TEL icon
1176
TE Connectivity
TEL
$68.5B
$20K ﹤0.01%
91
IVLU icon
1177
iShares MSCI Intl Value Factor ETF
IVLU
$3.34B
$19.7K ﹤0.01%
556
IDVO icon
1178
Amplify International Enhanced Dividend Income ETF
IDVO
$758M
$19.7K ﹤0.01%
527
ADSK icon
1179
Autodesk
ADSK
$53.8B
$19.4K ﹤0.01%
61
+10
SW
1180
Smurfit Westrock
SW
$21.4B
$19.3K ﹤0.01%
454
-300
ULTA icon
1181
Ulta Beauty
ULTA
$30B
$19.1K ﹤0.01%
35
CURB
1182
Curbline Properties
CURB
$2.58B
$19.1K ﹤0.01%
857
NWN icon
1183
Northwest Natural Holdings
NWN
$1.94B
$19.1K ﹤0.01%
+425
UPST icon
1184
Upstart Holdings
UPST
$4.34B
$19.1K ﹤0.01%
375
-500
TOST icon
1185
Toast
TOST
$19.3B
$18.8K ﹤0.01%
514
LUMN icon
1186
Lumen
LUMN
$8.22B
$18.7K ﹤0.01%
3,060
FTC icon
1187
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.28B
$18.6K ﹤0.01%
116
ALAB icon
1188
Astera Labs
ALAB
$31B
$18.6K ﹤0.01%
95
-242
NIO icon
1189
NIO
NIO
$11.5B
$18.5K ﹤0.01%
2,426
-650
LFVN icon
1190
LifeVantage
LFVN
$76.3M
$18.4K ﹤0.01%
1,895
BABA icon
1191
Alibaba
BABA
$388B
$18.4K ﹤0.01%
103
-38
BG icon
1192
Bunge Global
BG
$21.3B
$18.3K ﹤0.01%
225
RSPG icon
1193
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$477M
$18.2K ﹤0.01%
228
-20
NUE icon
1194
Nucor
NUE
$39.9B
$18K ﹤0.01%
133
VLUE icon
1195
iShares MSCI USA Value Factor ETF
VLUE
$9.12B
$17.9K ﹤0.01%
143
+1
TYL icon
1196
Tyler Technologies
TYL
$18.4B
$17.8K ﹤0.01%
34
IQLT icon
1197
iShares MSCI Intl Quality Factor ETF
IQLT
$13.9B
$17.3K ﹤0.01%
392
OGN icon
1198
Organon & Co
OGN
$2.46B
$17.3K ﹤0.01%
1,616
-20
FTA icon
1199
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.21B
$17.2K ﹤0.01%
207
EMB icon
1200
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.7B
$17.2K ﹤0.01%
181
-50