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
LNT icon
1376
Alliant Energy
LNT
$16.9B
$6.05K ﹤0.01%
100
APLD icon
1377
Applied Digital
APLD
$8.72B
$6.04K ﹤0.01%
+600
PBR icon
1378
Petrobras
PBR
$83B
$5.91K ﹤0.01%
+472
FIX icon
1379
Comfort Systems
FIX
$35.4B
$5.9K ﹤0.01%
+11
BALL icon
1380
Ball Corp
BALL
$13.1B
$5.89K ﹤0.01%
105
HALO icon
1381
Halozyme
HALO
$7.42B
$5.88K ﹤0.01%
+113
MUB icon
1382
iShares National Muni Bond ETF
MUB
$41.4B
$5.85K ﹤0.01%
56
-534
JOF
1383
Japan Smaller Capitalization Fund
JOF
$300M
$5.78K ﹤0.01%
600
MSCI icon
1384
MSCI
MSCI
$40.6B
$5.77K ﹤0.01%
10
NTAP icon
1385
NetApp
NTAP
$23B
$5.75K ﹤0.01%
+54
UUUU icon
1386
Energy Fuels
UUUU
$3.87B
$5.75K ﹤0.01%
+1,000
SPR icon
1387
Spirit AeroSystems
SPR
$4.63B
$5.73K ﹤0.01%
+150
DXYZ
1388
Destiny Tech100
DXYZ
$381M
$5.71K ﹤0.01%
+150
USRT icon
1389
iShares Core US REIT ETF
USRT
$3.27B
$5.66K ﹤0.01%
100
-97
HYG icon
1390
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$5.64K ﹤0.01%
70
VTWV icon
1391
Vanguard Russell 2000 Value ETF
VTWV
$875M
$5.56K ﹤0.01%
40
NJR icon
1392
New Jersey Resources
NJR
$4.54B
$5.56K ﹤0.01%
124
PTLO icon
1393
Portillo's
PTLO
$355M
$5.55K ﹤0.01%
476
GDEN icon
1394
Golden Entertainment
GDEN
$742M
$5.45K ﹤0.01%
+185
AOS icon
1395
A.O. Smith
AOS
$9.36B
$5.38K ﹤0.01%
82
-2
BAY
1396
DELISTED
BAYER AG SPONS ADR
BAY
$5.35K ﹤0.01%
710
GVA icon
1397
Granite Construction
GVA
$4.73B
$5.33K ﹤0.01%
+57
HOV icon
1398
Hovnanian Enterprises
HOV
$612M
$5.23K ﹤0.01%
50
HCI icon
1399
HCI Group
HCI
$2.24B
$5.17K ﹤0.01%
+34
OTTR icon
1400
Otter Tail
OTTR
$3.45B
$5.17K ﹤0.01%
67
+38