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
$4.99B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1 +$54.4M
2 +$44.5M
3 +$18M
4
GLIBK
GCI Liberty Inc Series C
GLIBK
+$17.7M
5
ZTS icon
Zoetis
ZTS
+$14.4M

Top Sells

1 +$94.3M
2 +$36.5M
3 +$34.4M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$20.6M

Sector Composition

1 Industrials 18.32%
2 Technology 13.66%
3 Consumer Discretionary 13.2%
4 Financials 8.76%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TSAT icon
1301
Telesat
TSAT
$513M
$10.6K ﹤0.01%
400
ARKK icon
1302
ARK Innovation ETF
ARKK
$7.19B
$10.5K ﹤0.01%
122
-29
MUSA icon
1303
Murphy USA
MUSA
$8.09B
$10.5K ﹤0.01%
27
GT icon
1304
Goodyear
GT
$2.57B
$10.5K ﹤0.01%
1,400
SKYY icon
1305
First Trust Cloud Computing ETF
SKYY
$2.73B
$10.5K ﹤0.01%
78
DDM icon
1306
ProShares Ultra Dow30
DDM
$539M
$10.4K ﹤0.01%
194
SFM icon
1307
Sprouts Farmers Market
SFM
$7.06B
$10.3K ﹤0.01%
95
PFG icon
1308
Principal Financial Group
PFG
$19.5B
$10.3K ﹤0.01%
124
IYR icon
1309
iShares US Real Estate ETF
IYR
$4.26B
$10.3K ﹤0.01%
106
+1
CTAS icon
1310
Cintas
CTAS
$78.1B
$10.2K ﹤0.01%
50
FIGB icon
1311
Fidelity Investment Grade Bond ETF
FIGB
$337M
$10.2K ﹤0.01%
235
ACWX icon
1312
iShares MSCI ACWI ex US ETF
ACWX
$8.39B
$10.1K ﹤0.01%
156
EIX icon
1313
Edison International
EIX
$23.1B
$10.1K ﹤0.01%
183
VDE icon
1314
Vanguard Energy ETF
VDE
$7.48B
$10.1K ﹤0.01%
80
WCN icon
1315
Waste Connections
WCN
$42.1B
$10K ﹤0.01%
+57
VICR icon
1316
Vicor
VICR
$7.03B
$9.94K ﹤0.01%
+200
VNQI icon
1317
Vanguard Global ex-US Real Estate ETF
VNQI
$3.61B
$9.83K ﹤0.01%
206
-2
DJT icon
1318
Trump Media & Technology Group
DJT
$3.85B
$9.77K ﹤0.01%
595
BB icon
1319
BlackBerry
BB
$2.26B
$9.76K ﹤0.01%
2,000
RGNX icon
1320
Regenxbio
RGNX
$714M
$9.65K ﹤0.01%
1,000
OMFL icon
1321
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.6B
$9.64K ﹤0.01%
160
PAYX icon
1322
Paychex
PAYX
$38.6B
$9.63K ﹤0.01%
76
NBTB icon
1323
NBT Bancorp
NBTB
$2.25B
$9.52K ﹤0.01%
228
UAMY icon
1324
United States Antimony
UAMY
$1.3B
$9.31K ﹤0.01%
1,501
TFSL icon
1325
TFS Financial
TFSL
$3.96B
$9.22K ﹤0.01%
700
+147