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
FNFI
1276
DELISTED
FIRST NILES FINANCIAL INC
FNFI
$7.88K ﹤0.01%
950
IDCC icon
1277
InterDigital
IDCC
$9.8B
$7.86K ﹤0.01%
38
ADSK icon
1278
Autodesk
ADSK
$62.8B
$7.85K ﹤0.01%
30
+2
KLG
1279
DELISTED
WK Kellogg Co
KLG
$7.85K ﹤0.01%
394
-1,125
NLR icon
1280
VanEck Uranium + Nuclear Energy ETF
NLR
$2.93B
$7.77K ﹤0.01%
+106
WPM icon
1281
Wheaton Precious Metals
WPM
$43.7B
$7.76K ﹤0.01%
100
RILY icon
1282
B. Riley Financial
RILY
$157M
$7.74K ﹤0.01%
+2,000
MDYV icon
1283
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.42B
$7.71K ﹤0.01%
100
-100
KRBN icon
1284
KraneShares Global Carbon Strategy ETF
KRBN
$168M
$7.62K ﹤0.01%
270
SONY icon
1285
Sony
SONY
$169B
$7.62K ﹤0.01%
+300
PFG icon
1286
Principal Financial Group
PFG
$18.1B
$7.59K ﹤0.01%
90
BB icon
1287
BlackBerry
BB
$2.73B
$7.54K ﹤0.01%
2,000
TSAT icon
1288
Telesat
TSAT
$397M
$7.53K ﹤0.01%
400
BKR icon
1289
Baker Hughes
BKR
$46.7B
$7.47K ﹤0.01%
170
CODI icon
1290
Compass Diversified
CODI
$444M
$7.47K ﹤0.01%
400
VEGI icon
1291
iShares MSCI Agriculture Producers ETF
VEGI
$88.6M
$7.42K ﹤0.01%
200
HAUZ icon
1292
Xtrackers International Real Estate ETF
HAUZ
$892M
$7.4K ﹤0.01%
364
+345
HYGH icon
1293
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$438M
$7.31K ﹤0.01%
86
+1
RSPT icon
1294
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.34B
$7.26K ﹤0.01%
212
RGNX icon
1295
Regenxbio
RGNX
$564M
$7.15K ﹤0.01%
1,000
CELH icon
1296
Celsius Holdings
CELH
$11.6B
$7.09K ﹤0.01%
199
FXH icon
1297
First Trust Health Care AlphaDEX Fund
FXH
$933M
$7.04K ﹤0.01%
68
DGS icon
1298
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.62B
$6.91K ﹤0.01%
143
EXPE icon
1299
Expedia Group
EXPE
$27.2B
$6.89K ﹤0.01%
41
DRIV icon
1300
Global X Autonomous & Electric Vehicles ETF
DRIV
$356M
$6.87K ﹤0.01%
325
50 51
52
53 54