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
UNM icon
1351
Unum
UNM
$12.3B
$7.11K ﹤0.01%
+88
FXR icon
1352
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.78B
$7.05K ﹤0.01%
95
FXH icon
1353
First Trust Health Care AlphaDEX Fund
FXH
$936M
$7.05K ﹤0.01%
68
SNN icon
1354
Smith & Nephew
SNN
$13.9B
$7.04K ﹤0.01%
+230
IIPR icon
1355
Innovative Industrial Properties
IIPR
$1.43B
$7.01K ﹤0.01%
127
LBTYA icon
1356
Liberty Global Class A
LBTYA
$3.73B
$7.01K ﹤0.01%
700
SAP icon
1357
SAP
SAP
$286B
$6.99K ﹤0.01%
+23
CMC icon
1358
Commercial Metals
CMC
$7.24B
$6.95K ﹤0.01%
142
AXL icon
1359
American Axle
AXL
$753M
$6.85K ﹤0.01%
1,678
CALF icon
1360
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.76B
$6.79K ﹤0.01%
171
+51
SWZ
1361
Swiss Helvetia Fund
SWZ
$79.2M
$6.77K ﹤0.01%
1,068
IGPT icon
1362
Invesco AI and Next Gen Software ETF
IGPT
$631M
$6.73K ﹤0.01%
137
IBKR icon
1363
Interactive Brokers
IBKR
$29.4B
$6.65K ﹤0.01%
120
WSO icon
1364
Watsco Inc
WSO
$14.1B
$6.62K ﹤0.01%
15
-6
EQH icon
1365
Equitable Holdings
EQH
$13.2B
$6.56K ﹤0.01%
+117
BKR icon
1366
Baker Hughes
BKR
$49.9B
$6.52K ﹤0.01%
170
GRF
1367
Eagle Capital Growth Fund
GRF
$40.5M
$6.32K ﹤0.01%
650
NANC icon
1368
Unusual Whales Subversive Democratic Trading ETF
NANC
$266M
$6.29K ﹤0.01%
150
KLG
1369
DELISTED
WK Kellogg Co
KLG
$6.28K ﹤0.01%
394
NVEE
1370
DELISTED
NV5 Global
NVEE
$6.26K ﹤0.01%
+271
RSPF icon
1371
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$304M
$6.24K ﹤0.01%
82
NVACW
1372
DELISTED
NorthView Acquisition Corporation Warrant
NVACW
$6.12K ﹤0.01%
33,458
DSL
1373
DoubleLine Income Solutions Fund
DSL
$1.3B
$6.12K ﹤0.01%
500
BAX icon
1374
Baxter International
BAX
$9.5B
$6.06K ﹤0.01%
200
EMM icon
1375
Global X Emerging Markets ex-China ETF
EMM
$23.8M
$6.05K ﹤0.01%
200