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
COPX icon
1476
Global X Copper Miners ETF NEW
COPX
$3.7B
$3.59K ﹤0.01%
+60
DOCS icon
1477
Doximity
DOCS
$9.7B
$3.58K ﹤0.01%
49
FIVE icon
1478
Five Below
FIVE
$9B
$3.56K ﹤0.01%
23
BSTZ icon
1479
BlackRock Science and Technology Term Trust
BSTZ
$1.53B
$3.55K ﹤0.01%
160
AROC icon
1480
Archrock
AROC
$4.31B
$3.53K ﹤0.01%
134
ICLR icon
1481
Icon
ICLR
$14.3B
$3.5K ﹤0.01%
20
LYG icon
1482
Lloyds Banking Group
LYG
$75.6B
$3.47K ﹤0.01%
765
SRVR icon
1483
Pacer Data & Infrastructure Real Estate ETF
SRVR
$389M
$3.45K ﹤0.01%
109
KLAC icon
1484
KLA
KLAC
$159B
$3.45K ﹤0.01%
3
BCE icon
1485
BCE
BCE
$21.6B
$3.39K ﹤0.01%
145
TT icon
1486
Trane Technologies
TT
$90.7B
$3.38K ﹤0.01%
8
BMBL icon
1487
Bumble
BMBL
$424M
$3.35K ﹤0.01%
550
ELI
1488
DELISTED
ELITE PHARMACEUTICAL
ELI
$3.32K ﹤0.01%
5,182
NE icon
1489
Noble Corp
NE
$5.34B
$3.31K ﹤0.01%
117
HYD icon
1490
VanEck High Yield Muni ETF
HYD
$3.68B
$3.31K ﹤0.01%
65
NVT icon
1491
nVent Electric
NVT
$16.9B
$3.25K ﹤0.01%
33
BPYPM
1492
Brookfield Property Partners 6.25% Class A Cumulative Redeemable Preferred Units Series 1
BPYPM
$3.16K ﹤0.01%
200
DEM icon
1493
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.3B
$3.13K ﹤0.01%
68
OTTR icon
1494
Otter Tail
OTTR
$3.47B
$3.12K ﹤0.01%
38
-29
EXC icon
1495
Exelon
EXC
$44.9B
$3.11K ﹤0.01%
69
+62
DXCM icon
1496
DexCom
DXCM
$25.3B
$3.1K ﹤0.01%
46
-600
MUR icon
1497
Murphy Oil
MUR
$4.7B
$3.07K ﹤0.01%
108
FICO icon
1498
Fair Isaac
FICO
$41.8B
$2.99K ﹤0.01%
2
PFFD icon
1499
Global X US Preferred ETF
PFFD
$2.25B
$2.99K ﹤0.01%
154
CNP icon
1500
CenterPoint Energy
CNP
$25.1B
$2.99K ﹤0.01%
+77