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
SWZ
1251
Swiss Helvetia Fund
SWZ
$78.1M
$9.85K ﹤0.01%
1,068
SGOL icon
1252
abrdn Physical Gold Shares ETF
SGOL
$6.48B
$9.84K ﹤0.01%
330
GTLS icon
1253
Chart Industries
GTLS
$8.96B
$9.82K ﹤0.01%
68
EVBN
1254
DELISTED
Evans Bancorp Inc
EVBN
$9.78K ﹤0.01%
251
AMCR icon
1255
Amcor
AMCR
$19B
$9.7K ﹤0.01%
1,000
-397
BOTZ icon
1256
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.04B
$9.53K ﹤0.01%
335
EIX icon
1257
Edison International
EIX
$21.8B
$9.25K ﹤0.01%
157
-65
HCA icon
1258
HCA Healthcare
HCA
$108B
$9.15K ﹤0.01%
26
+2
NET icon
1259
Cloudflare
NET
$79.1B
$9.02K ﹤0.01%
80
-121
DDM icon
1260
ProShares Ultra Dow30
DDM
$448M
$8.84K ﹤0.01%
97
RRX icon
1261
Regal Rexnord
RRX
$8.99B
$8.77K ﹤0.01%
77
VNQI icon
1262
Vanguard Global ex-US Real Estate ETF
VNQI
$3.5B
$8.74K ﹤0.01%
216
+2
MARA icon
1263
Marathon Digital Holdings
MARA
$6.04B
$8.66K ﹤0.01%
753
+153
ACWX icon
1264
iShares MSCI ACWI ex US ETF
ACWX
$6.96B
$8.65K ﹤0.01%
156
OMFL icon
1265
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.97B
$8.53K ﹤0.01%
160
SLF icon
1266
Sun Life Financial
SLF
$32.9B
$8.47K ﹤0.01%
148
CRL icon
1267
Charles River Laboratories
CRL
$8.41B
$8.43K ﹤0.01%
56
-330
SHV icon
1268
iShares Short Treasury Bond ETF
SHV
$20.7B
$8.28K ﹤0.01%
75
SOFI icon
1269
SoFi Technologies
SOFI
$32.7B
$8.14K ﹤0.01%
700
FSM icon
1270
Fortuna Silver Mines
FSM
$2.45B
$8.13K ﹤0.01%
1,332
MKSI icon
1271
MKS Inc
MKSI
$10.4B
$8.1K ﹤0.01%
101
LBTYA icon
1272
Liberty Global Class A
LBTYA
$3.59B
$8.06K ﹤0.01%
700
MIST icon
1273
Milestone Pharmaceuticals
MIST
$146M
$8K ﹤0.01%
10,000
GTM
1274
ZoomInfo Technologies
GTM
$3.33B
$8K ﹤0.01%
800
SKYY icon
1275
First Trust Cloud Computing ETF
SKYY
$3.27B
$7.95K ﹤0.01%
78
-22