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
MRNA icon
1476
Moderna
MRNA
$10.8B
$3.17K ﹤0.01%
115
-34
AMODW
1477
Alpha Modus Holdings Warrant
AMODW
$3.11K ﹤0.01%
28,000
NE icon
1478
Noble Corp
NE
$5.21B
$3.11K ﹤0.01%
117
DEM icon
1479
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.3B
$3.08K ﹤0.01%
+68
UA icon
1480
Under Armour Class C
UA
$1.84B
$3.07K ﹤0.01%
473
VNOM icon
1481
Viper Energy
VNOM
$6.85B
$3.05K ﹤0.01%
+80
MTN icon
1482
Vail Resorts
MTN
$5.19B
$3.05K ﹤0.01%
19
+5
AMH icon
1483
American Homes 4 Rent
AMH
$11.4B
$3.03K ﹤0.01%
+84
FIVE icon
1484
Five Below
FIVE
$9.55B
$3.02K ﹤0.01%
+23
DOCS icon
1485
Doximity
DOCS
$8.65B
$3.01K ﹤0.01%
+49
BPYPM
1486
Brookfield Property Partners 6.25% Class A Cumulative Redeemable Preferred Units Series 1
BPYPM
$2.98K ﹤0.01%
200
EXR icon
1487
Extra Space Storage
EXR
$27.5B
$2.95K ﹤0.01%
+20
BWA icon
1488
BorgWarner
BWA
$9.26B
$2.95K ﹤0.01%
88
+6
UMC icon
1489
United Microelectronic
UMC
$20.1B
$2.92K ﹤0.01%
+381
ICLR icon
1490
Icon
ICLR
$14.2B
$2.91K ﹤0.01%
20
PFFD icon
1491
Global X US Preferred ETF
PFFD
$2.25B
$2.9K ﹤0.01%
154
BGY icon
1492
BlackRock Enhanced International Dividend Trust
BGY
$527M
$2.89K ﹤0.01%
499
KLAC icon
1493
KLA
KLAC
$160B
$2.86K ﹤0.01%
3
-1
AAL icon
1494
American Airlines Group
AAL
$9.78B
$2.84K ﹤0.01%
253
+3
NUKZ icon
1495
Range Nuclear Renaissance Index ETF
NUKZ
$755M
$2.83K ﹤0.01%
50
Z icon
1496
Zillow
Z
$17.9B
$2.8K ﹤0.01%
+40
LZB icon
1497
La-Z-Boy
LZB
$1.59B
$2.79K ﹤0.01%
75
CGNX icon
1498
Cognex
CGNX
$6.44B
$2.76K ﹤0.01%
87
+31
TFIN icon
1499
Triumph Financial Inc
TFIN
$1.46B
$2.75K ﹤0.01%
50
AEF
1500
abrdn Emerging Markets Equity Income Fund
AEF
$279M
$2.73K ﹤0.01%
459