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
APA icon
1226
APA Corp
APA
$8.99B
$15.8K ﹤0.01%
+650
BRBR icon
1227
BellRing Brands
BRBR
$3.17B
$15.8K ﹤0.01%
434
MIG icon
1228
VanEck Moody's Analytics IG Corporate Bond ETF
MIG
$16.1M
$15.7K ﹤0.01%
721
XMHQ icon
1229
Invesco S&P MidCap Quality ETF
XMHQ
$5.28B
$15.4K ﹤0.01%
147
LUV icon
1230
Southwest Airlines
LUV
$21.9B
$15.4K ﹤0.01%
482
+30
JCPI icon
1231
JPMorgan Inflation Managed Bond ETF
JCPI
$806M
$15.4K ﹤0.01%
+315
UUUU icon
1232
Energy Fuels
UUUU
$5.58B
$15.3K ﹤0.01%
1,000
DRIV icon
1233
Global X Autonomous & Electric Vehicles ETF
DRIV
$357M
$15.3K ﹤0.01%
541
+2
PEG icon
1234
Public Service Enterprise Group
PEG
$39.6B
$15.3K ﹤0.01%
183
CXW icon
1235
CoreCivic
CXW
$2.11B
$15.3K ﹤0.01%
750
FNDC icon
1236
Schwab Fundamental International Small Company Index ETF
FNDC
$3.11B
$15K ﹤0.01%
338
ADM icon
1237
Archer Daniels Midland
ADM
$31.7B
$14.9K ﹤0.01%
250
NFGC
1238
New Found Gold
NFGC
$1.07B
$14.9K ﹤0.01%
6,300
CMA icon
1239
Comerica
CMA
$11.9B
$14.7K ﹤0.01%
215
MLPA icon
1240
Global X MLP ETF
MLPA
$1.94B
$14.5K ﹤0.01%
300
NLR icon
1241
VanEck Uranium + Nuclear Energy ETF
NLR
$4.41B
$14.4K ﹤0.01%
106
ASH icon
1242
Ashland
ASH
$2.8B
$14.4K ﹤0.01%
300
AXS icon
1243
AXIS Capital
AXS
$7.91B
$14.4K ﹤0.01%
150
WDFC icon
1244
WD-40
WDFC
$2.78B
$14.2K ﹤0.01%
72
-43
GRX
1245
Gabelli Healthcare & Wellness Trust
GRX
$149M
$14.1K ﹤0.01%
1,550
CTLP icon
1246
Cantaloupe
CTLP
$799M
$14K ﹤0.01%
1,320
FNDE icon
1247
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.54B
$13.9K ﹤0.01%
385
BRSL
1248
Brightstar Lottery PLC
BRSL
$2.6B
$13.9K ﹤0.01%
804
-1,000
APLD icon
1249
Applied Digital
APLD
$9.91B
$13.8K ﹤0.01%
600
MARA icon
1250
Marathon Digital Holdings
MARA
$3.92B
$13.8K ﹤0.01%
753