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
$4.8B
AUM Growth
+$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,142
New
Increased
Reduced
Closed

Top Buys

1 +$64.6M
2 +$58.9M
3 +$46.2M
4
AMCR icon
Amcor
AMCR
+$40.5M
5
META icon
Meta Platforms (Facebook)
META
+$31.9M

Top Sells

1 +$112M
2 +$58.3M
3 +$26.2M
4
RBA icon
RB Global
RBA
+$20.2M
5
ARCB icon
ArcBest
ARCB
+$14.4M

Sector Composition

1 Industrials 20.17%
2 Technology 13.21%
3 Consumer Discretionary 12.68%
4 Financials 8.69%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLVM icon
1251
Sylvamo
SLVM
$2.02B
$13K ﹤0.01%
260
+45
CMA icon
1252
Comerica
CMA
$12.6B
$12.8K ﹤0.01%
215
MGK icon
1253
Vanguard Mega Cap Growth ETF
MGK
$31.5B
$12.8K ﹤0.01%
35
-20
BSCW icon
1254
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.31B
$12.8K ﹤0.01%
622
FNDE icon
1255
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.64B
$12.7K ﹤0.01%
385
-120
EWG icon
1256
iShares MSCI Germany ETF
EWG
$1.75B
$12.7K ﹤0.01%
300
ZWS icon
1257
Zurn Elkay Water Solutions
ZWS
$7.83B
$12.7K ﹤0.01%
346
FOF icon
1258
Cohen & Steers Closed End Opportunity Fund
FOF
$378M
$12.6K ﹤0.01%
1,000
VGM icon
1259
Invesco Trust Investment Grade Municipals
VGM
$563M
$12.6K ﹤0.01%
1,327
-46
DRIV icon
1260
Global X Autonomous & Electric Vehicles ETF
DRIV
$370M
$12.6K ﹤0.01%
539
+214
HPQ icon
1261
HP
HPQ
$17.9B
$12.4K ﹤0.01%
509
+135
HSIC icon
1262
Henry Schein
HSIC
$9.29B
$12.4K ﹤0.01%
170
SONY icon
1263
Sony
SONY
$141B
$12.4K ﹤0.01%
475
+175
UVE icon
1264
Universal Insurance Holdings
UVE
$828M
$12.2K ﹤0.01%
441
MARA icon
1265
Marathon Digital Holdings
MARA
$3.99B
$11.8K ﹤0.01%
753
NLR icon
1266
VanEck Uranium + Nuclear Energy ETF
NLR
$4.55B
$11.8K ﹤0.01%
106
WTFC icon
1267
Wintrust Financial
WTFC
$10.1B
$11.8K ﹤0.01%
+95
VIS icon
1268
Vanguard Industrials ETF
VIS
$6.89B
$11.8K ﹤0.01%
42
ILCB icon
1269
iShares Morningstar US Equity ETF
ILCB
$1.18B
$11.7K ﹤0.01%
136
MT icon
1270
ArcelorMittal
MT
$39B
$11.6K ﹤0.01%
368
WSM icon
1271
Williams-Sonoma
WSM
$25.7B
$11.4K ﹤0.01%
70
+2
TXRH icon
1272
Texas Roadhouse
TXRH
$12.7B
$11.4K ﹤0.01%
+61
OSK icon
1273
Oshkosh
OSK
$9.79B
$11.4K ﹤0.01%
+100
GTLS icon
1274
Chart Industries
GTLS
$9.33B
$11.2K ﹤0.01%
68
RRX icon
1275
Regal Rexnord
RRX
$10.5B
$11.2K ﹤0.01%
77