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
TMFC icon
1326
Motley Fool 100 Index ETF
TMFC
$1.91B
$9.17K ﹤0.01%
+130
FIX icon
1327
Comfort Systems
FIX
$39.7B
$9.08K ﹤0.01%
11
VDC icon
1328
Vanguard Consumer Staples ETF
VDC
$7.66B
$8.98K ﹤0.01%
42
-46
CRL icon
1329
Charles River Laboratories
CRL
$10.8B
$8.92K ﹤0.01%
57
RLGT icon
1330
Radiant Logistics
RLGT
$299M
$8.85K ﹤0.01%
1,500
-2,500
KRBN icon
1331
KraneShares Global Carbon Strategy ETF
KRBN
$173M
$8.75K ﹤0.01%
270
SANM icon
1332
Sanmina
SANM
$9.44B
$8.75K ﹤0.01%
76
FCFS icon
1333
FirstCash
FCFS
$7.47B
$8.55K ﹤0.01%
54
GEN icon
1334
Gen Digital
GEN
$15.6B
$8.49K ﹤0.01%
299
-12
WF icon
1335
Woori Financial
WF
$14.1B
$8.42K ﹤0.01%
150
SNN icon
1336
Smith & Nephew
SNN
$13.7B
$8.35K ﹤0.01%
230
MDYV icon
1337
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.54B
$8.34K ﹤0.01%
100
HALO icon
1338
Halozyme
HALO
$8.25B
$8.29K ﹤0.01%
113
BKR icon
1339
Baker Hughes
BKR
$50.2B
$8.28K ﹤0.01%
170
IBKR icon
1340
Interactive Brokers
IBKR
$31.6B
$8.26K ﹤0.01%
120
KMX icon
1341
CarMax
KMX
$6.69B
$8.26K ﹤0.01%
184
+46
ALC icon
1342
Alcon
ALC
$39B
$8.2K ﹤0.01%
110
FDM icon
1343
First Trust Dow Jones Select MicroCap Index Fund
FDM
$222M
$8.18K ﹤0.01%
108
TRNO icon
1344
Terreno Realty
TRNO
$6.36B
$8.17K ﹤0.01%
144
XHB icon
1345
State Street SPDR S&P Homebuilders ETF
XHB
$1.81B
$8.17K ﹤0.01%
74
BBAI icon
1346
BigBear.ai
BBAI
$2.58B
$8.15K ﹤0.01%
1,250
+950
CMC icon
1347
Commercial Metals
CMC
$8.26B
$8.13K ﹤0.01%
142
DOC icon
1348
Healthpeak Properties
DOC
$12.4B
$8.1K ﹤0.01%
423
SOUN icon
1349
SoundHound AI
SOUN
$4.39B
$8.04K ﹤0.01%
+500
LBTYA icon
1350
Liberty Global Class A
LBTYA
$3.46B
$8.02K ﹤0.01%
700