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
CTAS icon
1276
Cintas
CTAS
$73.9B
$11.1K ﹤0.01%
50
PAYX icon
1277
Paychex
PAYX
$40.2B
$11.1K ﹤0.01%
76
WTW icon
1278
Willis Towers Watson
WTW
$30.6B
$11K ﹤0.01%
36
-540
USCI icon
1279
US Commodity Index
USCI
$285M
$11K ﹤0.01%
150
MUSA icon
1280
Murphy USA
MUSA
$7.46B
$11K ﹤0.01%
27
BOTZ icon
1281
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$10.9K ﹤0.01%
335
EXP icon
1282
Eagle Materials
EXP
$7.11B
$10.9K ﹤0.01%
54
AGX icon
1283
Argan
AGX
$4.92B
$10.8K ﹤0.01%
+49
DJT icon
1284
Trump Media & Technology Group
DJT
$3.31B
$10.7K ﹤0.01%
595
ARKK icon
1285
ARK Innovation ETF
ARKK
$8.06B
$10.6K ﹤0.01%
151
+31
FXU icon
1286
First Trust Utilities AlphaDEX Fund
FXU
$1.77B
$10.6K ﹤0.01%
250
NIO icon
1287
NIO
NIO
$12.6B
$10.6K ﹤0.01%
3,076
+2,250
AI icon
1288
C3.ai
AI
$2.11B
$10.4K ﹤0.01%
+425
SGOL icon
1289
abrdn Physical Gold Shares ETF
SGOL
$7.12B
$10.4K ﹤0.01%
330
CHCT
1290
Community Healthcare Trust
CHCT
$433M
$10.4K ﹤0.01%
+625
GRAL
1291
GRAIL Inc
GRAL
$4.1B
$10.3K ﹤0.01%
+200
FIGB icon
1292
Fidelity Investment Grade Bond ETF
FIGB
$296M
$10.2K ﹤0.01%
+235
GRAB icon
1293
Grab
GRAB
$21.7B
$10.1K ﹤0.01%
2,000
-10,000
MKSI icon
1294
MKS Inc
MKSI
$11B
$10K ﹤0.01%
101
RF icon
1295
Regions Financial
RF
$23.2B
$10K ﹤0.01%
+425
IYR icon
1296
iShares US Real Estate ETF
IYR
$4.14B
$9.96K ﹤0.01%
105
PFG icon
1297
Principal Financial Group
PFG
$18.9B
$9.85K ﹤0.01%
124
+34
TSAT icon
1298
Telesat
TSAT
$413M
$9.78K ﹤0.01%
400
ALC icon
1299
Alcon
ALC
$38.8B
$9.71K ﹤0.01%
+110
REET icon
1300
iShares Global REIT ETF
REET
$3.99B
$9.66K ﹤0.01%
+391