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
WSM icon
1251
Williams-Sonoma
WSM
$24.6B
$13.7K ﹤0.01%
70
OGIG icon
1252
ALPS O'Shares Global Internet Giants ETF
OGIG
$131M
$13.7K ﹤0.01%
+238
PAA icon
1253
Plains All American Pipeline
PAA
$13.4B
$13.6K ﹤0.01%
+800
GTLS icon
1254
Chart Industries
GTLS
$9.32B
$13.6K ﹤0.01%
68
SPIB icon
1255
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$13.6K ﹤0.01%
400
TRNS icon
1256
Transcat
TRNS
$585M
$13.5K ﹤0.01%
185
INOD icon
1257
Innodata
INOD
$1.96B
$13.5K ﹤0.01%
175
REET icon
1258
iShares Global REIT ETF
REET
$4.42B
$13.4K ﹤0.01%
526
+135
LOAR icon
1259
Loar Holdings
LOAR
$6.75B
$13.4K ﹤0.01%
168
LB
1260
LandBridge Co
LB
$1.59B
$13.3K ﹤0.01%
250
MT icon
1261
ArcelorMittal
MT
$37.1B
$13.3K ﹤0.01%
368
CATH icon
1262
Global X S&P 500 Catholic Values ETF
CATH
$1.09B
$13.3K ﹤0.01%
+164
AGX icon
1263
Argan
AGX
$5.33B
$13.2K ﹤0.01%
49
IFN
1264
India Fund
IFN
$554M
$13.2K ﹤0.01%
900
VGM icon
1265
Invesco Trust Investment Grade Municipals
VGM
$568M
$13.1K ﹤0.01%
1,297
-30
IDCC icon
1266
InterDigital
IDCC
$8.39B
$13.1K ﹤0.01%
38
SMTH icon
1267
ALPS Smith Core Plus Bond ETF
SMTH
$2.39B
$13.1K ﹤0.01%
+500
FOF icon
1268
Cohen & Steers Closed End Opportunity Fund
FOF
$374M
$13K ﹤0.01%
1,000
FXB icon
1269
Invesco CurrencyShares British Pound Sterling Trust
FXB
$77.5M
$12.9K ﹤0.01%
100
CNI icon
1270
Canadian National Railway
CNI
$59.8B
$12.7K ﹤0.01%
135
JD icon
1271
JD.com
JD
$40.3B
$12.7K ﹤0.01%
363
+300
WTFC icon
1272
Wintrust Financial
WTFC
$9.69B
$12.6K ﹤0.01%
95
ILCB icon
1273
iShares Morningstar US Equity ETF
ILCB
$1.17B
$12.6K ﹤0.01%
136
CVR icon
1274
Chicago Rivet & Machine Co
CVR
$13.5M
$12.5K ﹤0.01%
1,200
EWG icon
1275
iShares MSCI Germany ETF
EWG
$1.74B
$12.5K ﹤0.01%
300