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
AZO icon
1451
AutoZone
AZO
$60.3B
$3.71K ﹤0.01%
1
SE icon
1452
Sea Limited
SE
$72B
$3.68K ﹤0.01%
+23
FXI icon
1453
iShares China Large-Cap ETF
FXI
$6.59B
$3.68K ﹤0.01%
100
FICO icon
1454
Fair Isaac
FICO
$36.6B
$3.66K ﹤0.01%
2
BMBL icon
1455
Bumble
BMBL
$411M
$3.62K ﹤0.01%
550
JAZZ icon
1456
Jazz Pharmaceuticals
JAZZ
$10.3B
$3.61K ﹤0.01%
34
PGX icon
1457
Invesco Preferred ETF
PGX
$4.03B
$3.56K ﹤0.01%
320
OXY.WS icon
1458
Occidental Petroleum Corp Warrants
OXY.WS
$20.3B
$3.54K ﹤0.01%
171
SRVR icon
1459
Pacer Data & Infrastructure Real Estate ETF
SRVR
$393M
$3.52K ﹤0.01%
+109
TT icon
1460
Trane Technologies
TT
$87.5B
$3.5K ﹤0.01%
8
+7
MEDP icon
1461
Medpace
MEDP
$17.5B
$3.45K ﹤0.01%
+11
ENSG icon
1462
The Ensign Group
ENSG
$10.4B
$3.39K ﹤0.01%
+22
HITI
1463
High Tide
HITI
$227M
$3.33K ﹤0.01%
1,450
AROC icon
1464
Archrock
AROC
$4.88B
$3.33K ﹤0.01%
+134
PALL icon
1465
abrdn Physical Palladium Shares ETF
PALL
$1.26B
$3.32K ﹤0.01%
33
BSTZ icon
1466
BlackRock Science and Technology Term Trust
BSTZ
$1.56B
$3.32K ﹤0.01%
160
RELX icon
1467
RELX
RELX
$73.4B
$3.31K ﹤0.01%
+61
JJSF icon
1468
J&J Snack Foods
JJSF
$1.81B
$3.29K ﹤0.01%
+29
ICLN icon
1469
iShares Global Clean Energy ETF
ICLN
$2.05B
$3.28K ﹤0.01%
250
UAMY icon
1470
United States Antimony
UAMY
$1.33B
$3.27K ﹤0.01%
1,501
+1,500
HYD icon
1471
VanEck High Yield Muni ETF
HYD
$4.12B
$3.26K ﹤0.01%
+65
LYG icon
1472
Lloyds Banking Group
LYG
$81.7B
$3.25K ﹤0.01%
+765
BCE icon
1473
BCE
BCE
$22.9B
$3.21K ﹤0.01%
145
+81
EME icon
1474
Emcor
EME
$31.8B
$3.21K ﹤0.01%
+6
HI icon
1475
Hillenbrand
HI
$2.24B
$3.19K ﹤0.01%
+159