AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,978
New
Increased
Reduced
Closed

Top Buys

1 +$114M
2 +$91.3M
3 +$27.8M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$13.8M
5
RBA icon
RB Global
RBA
+$13.8M

Top Sells

1 +$68.6M
2 +$27.9M
3 +$27.5M
4
HLIT icon
Harmonic Inc
HLIT
+$25.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$17.9M

Sector Composition

1 Industrials 16.88%
2 Technology 11.72%
3 Consumer Discretionary 11.23%
4 Financials 8.54%
5 Healthcare 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CXW icon
1176
CoreCivic
CXW
$1.79B
$15.2K ﹤0.01%
750
TEX icon
1177
Terex
TEX
$3.02B
$15.1K ﹤0.01%
400
PEG icon
1178
Public Service Enterprise Group
PEG
$41.6B
$15.1K ﹤0.01%
183
-74
AXS icon
1179
AXIS Capital
AXS
$7.67B
$15K ﹤0.01%
150
DKNG icon
1180
DraftKings
DKNG
$15.1B
$14.9K ﹤0.01%
450
-1,000
DDOG icon
1181
Datadog
DDOG
$66.7B
$14.9K ﹤0.01%
150
PATK icon
1182
Patrick Industries
PATK
$3.52B
$14.8K ﹤0.01%
175
ADM icon
1183
Archer Daniels Midland
ADM
$27.4B
$14.7K ﹤0.01%
306
-53
USIO icon
1184
Usio Inc
USIO
$38.7M
$14.6K ﹤0.01%
+10,000
ANSS
1185
DELISTED
Ansys
ANSS
$14.6K ﹤0.01%
46
DIVB icon
1186
iShares Core Dividend ETF
DIVB
$1B
$14.5K ﹤0.01%
+299
NVR icon
1187
NVR
NVR
$19.8B
$14.5K ﹤0.01%
2
TEM
1188
Tempus AI
TEM
$12.7B
$14.5K ﹤0.01%
300
SLVM icon
1189
Sylvamo
SLVM
$1.74B
$14.4K ﹤0.01%
215
-215
ESGE icon
1190
iShares ESG Aware MSCI EM ETF
ESGE
$5.56B
$14.3K ﹤0.01%
408
+24
MNST icon
1191
Monster Beverage
MNST
$68.1B
$14.2K ﹤0.01%
243
CDE icon
1192
Coeur Mining
CDE
$9.43B
$14.1K ﹤0.01%
2,380
+801
NUE icon
1193
Nucor
NUE
$33.1B
$14.1K ﹤0.01%
117
-6
ISTB icon
1194
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.48B
$14.1K ﹤0.01%
291
EWBC icon
1195
East-West Bancorp
EWBC
$14.3B
$13.9K ﹤0.01%
155
REMX icon
1196
VanEck Rare Earth/Strategic Metals ETF
REMX
$833M
$13.8K ﹤0.01%
350
VGM icon
1197
Invesco Trust Investment Grade Municipals
VGM
$550M
$13.7K ﹤0.01%
1,373
-46
SEB icon
1198
Seaboard Corp
SEB
$3.55B
$13.5K ﹤0.01%
5
XMHQ icon
1199
Invesco S&P MidCap Quality ETF
XMHQ
$5.32B
$13.5K ﹤0.01%
147
+55
SPIB icon
1200
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$13.3K ﹤0.01%
400