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 13.17%
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
CMA icon
1251
Comerica
CMA
$10.8B
$12.8K ﹤0.01%
215
MGK icon
1252
Vanguard Mega Cap Growth ETF
MGK
$32.5B
$12.8K ﹤0.01%
35
-20
BSCW icon
1253
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.17B
$12.8K ﹤0.01%
622
FNDE icon
1254
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.13B
$12.7K ﹤0.01%
385
-120
EWG icon
1255
iShares MSCI Germany ETF
EWG
$1.76B
$12.7K ﹤0.01%
300
ZWS icon
1256
Zurn Elkay Water Solutions
ZWS
$7.85B
$12.7K ﹤0.01%
346
FOF icon
1257
Cohen & Steers Closed End Opportunity Fund
FOF
$363M
$12.6K ﹤0.01%
1,000
VGM icon
1258
Invesco Trust Investment Grade Municipals
VGM
$561M
$12.6K ﹤0.01%
1,327
-46
DRIV icon
1259
Global X Autonomous & Electric Vehicles ETF
DRIV
$337M
$12.6K ﹤0.01%
539
+214
HPQ icon
1260
HP
HPQ
$24.2B
$12.4K ﹤0.01%
509
+135
HSIC icon
1261
Henry Schein
HSIC
$8.61B
$12.4K ﹤0.01%
170
SONY icon
1262
Sony
SONY
$169B
$12.4K ﹤0.01%
475
+175
UVE icon
1263
Universal Insurance Holdings
UVE
$901M
$12.2K ﹤0.01%
441
MARA icon
1264
Marathon Digital Holdings
MARA
$4.76B
$11.8K ﹤0.01%
753
NLR icon
1265
VanEck Uranium + Nuclear Energy ETF
NLR
$3.85B
$11.8K ﹤0.01%
106
WTFC icon
1266
Wintrust Financial
WTFC
$9.13B
$11.8K ﹤0.01%
+95
VIS icon
1267
Vanguard Industrials ETF
VIS
$6.37B
$11.8K ﹤0.01%
42
ILCB icon
1268
iShares Morningstar US Equity ETF
ILCB
$1.18B
$11.7K ﹤0.01%
136
MT icon
1269
ArcelorMittal
MT
$32.4B
$11.6K ﹤0.01%
368
WSM icon
1270
Williams-Sonoma
WSM
$21.1B
$11.4K ﹤0.01%
70
+2
TXRH icon
1271
Texas Roadhouse
TXRH
$11.1B
$11.4K ﹤0.01%
+61
OSK icon
1272
Oshkosh
OSK
$8.28B
$11.4K ﹤0.01%
+100
GTLS icon
1273
Chart Industries
GTLS
$9.22B
$11.2K ﹤0.01%
68
RRX icon
1274
Regal Rexnord
RRX
$9.39B
$11.2K ﹤0.01%
77
RSPT icon
1275
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.03B
$11.1K ﹤0.01%
273
+61