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 13.63%
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
RODM icon
1451
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.29B
$4.05K ﹤0.01%
114
AMBA icon
1452
Ambarella
AMBA
$2.99B
$4.04K ﹤0.01%
+49
TROW icon
1453
T. Rowe Price
TROW
$22.9B
$4K ﹤0.01%
39
HYMB icon
1454
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.82B
$3.99K ﹤0.01%
160
CGNX icon
1455
Cognex
CGNX
$6.32B
$3.94K ﹤0.01%
87
IHE icon
1456
iShares US Pharmaceuticals ETF
IHE
$788M
$3.92K ﹤0.01%
+54
EME icon
1457
Emcor
EME
$27.4B
$3.9K ﹤0.01%
6
EGP icon
1458
EastGroup Properties
EGP
$9.56B
$3.89K ﹤0.01%
23
ICLN icon
1459
iShares Global Clean Energy ETF
ICLN
$1.91B
$3.87K ﹤0.01%
250
BWA icon
1460
BorgWarner
BWA
$9.24B
$3.87K ﹤0.01%
88
VFF icon
1461
Village Farms International
VFF
$416M
$3.83K ﹤0.01%
1,225
WAB icon
1462
Wabtec
WAB
$36.5B
$3.81K ﹤0.01%
19
-2
ENSG icon
1463
The Ensign Group
ENSG
$10.4B
$3.8K ﹤0.01%
22
DT
1464
DELISTED
DEUTSCHE TELEKOM AG ADS (1ORD)
DT
$3.79K ﹤0.01%
111
PALL icon
1465
abrdn Physical Palladium Shares ETF
PALL
$845M
$3.77K ﹤0.01%
33
EW icon
1466
Edwards Lifesciences
EW
$48.7B
$3.73K ﹤0.01%
48
IOT icon
1467
Samsara
IOT
$22.4B
$3.73K ﹤0.01%
100
PGX icon
1468
Invesco Preferred ETF
PGX
$3.9B
$3.71K ﹤0.01%
320
LWLG icon
1469
Lightwave Logic
LWLG
$539M
$3.71K ﹤0.01%
1,000
HIMS icon
1470
Hims & Hers Health
HIMS
$8.44B
$3.69K ﹤0.01%
+65
TEAM icon
1471
Atlassian
TEAM
$41.2B
$3.67K ﹤0.01%
23
CMCO icon
1472
Columbus McKinnon
CMCO
$489M
$3.67K ﹤0.01%
256
MRNA icon
1473
Moderna
MRNA
$9.84B
$3.67K ﹤0.01%
142
+27
SPSC icon
1474
SPS Commerce
SPSC
$3.15B
$3.65K ﹤0.01%
35
LFUS icon
1475
Littelfuse
LFUS
$6.4B
$3.63K ﹤0.01%
14