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 13.21%
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
EMM icon
1376
Global X Emerging Markets ex-China ETF
EMM
$47.4M
$6.05K ﹤0.01%
200
LNT icon
1377
Alliant Energy
LNT
$17.3B
$6.05K ﹤0.01%
100
APLD icon
1378
Applied Digital
APLD
$9.8B
$6.04K ﹤0.01%
+600
PBR icon
1379
Petrobras
PBR
$87.1B
$5.91K ﹤0.01%
+472
FIX icon
1380
Comfort Systems
FIX
$40.5B
$5.9K ﹤0.01%
+11
BALL icon
1381
Ball Corp
BALL
$15B
$5.89K ﹤0.01%
105
HALO icon
1382
Halozyme
HALO
$8.43B
$5.88K ﹤0.01%
+113
MUB icon
1383
iShares National Muni Bond ETF
MUB
$42.1B
$5.85K ﹤0.01%
56
-534
JOF
1384
Japan Smaller Capitalization Fund
JOF
$319M
$5.78K ﹤0.01%
600
MSCI icon
1385
MSCI
MSCI
$44.3B
$5.77K ﹤0.01%
10
NTAP icon
1386
NetApp
NTAP
$19.2B
$5.75K ﹤0.01%
+54
UUUU icon
1387
Energy Fuels
UUUU
$5.34B
$5.75K ﹤0.01%
+1,000
SPR
1388
DELISTED
Spirit AeroSystems
SPR
$5.73K ﹤0.01%
+150
DXYZ
1389
Destiny Tech100
DXYZ
$411M
$5.71K ﹤0.01%
+150
USRT icon
1390
iShares Core US REIT ETF
USRT
$3.33B
$5.66K ﹤0.01%
100
-97
HYG icon
1391
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.6B
$5.64K ﹤0.01%
70
VTWV icon
1392
Vanguard Russell 2000 Value ETF
VTWV
$949M
$5.56K ﹤0.01%
40
NJR icon
1393
New Jersey Resources
NJR
$4.83B
$5.56K ﹤0.01%
124
PTLO icon
1394
Portillo's
PTLO
$427M
$5.55K ﹤0.01%
476
GDEN icon
1395
Golden Entertainment
GDEN
$724M
$5.45K ﹤0.01%
+185
AOS icon
1396
A.O. Smith
AOS
$10.1B
$5.38K ﹤0.01%
82
-2
BAY
1397
DELISTED
BAYER AG SPONS ADR
BAY
$5.35K ﹤0.01%
710
GVA icon
1398
Granite Construction
GVA
$5.33B
$5.33K ﹤0.01%
+57
HOV icon
1399
Hovnanian Enterprises
HOV
$745M
$5.23K ﹤0.01%
50
HCI icon
1400
HCI Group
HCI
$2.2B
$5.17K ﹤0.01%
+34