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
PEBO icon
1526
Peoples Bancorp
PEBO
$1.08B
$2.33K ﹤0.01%
76
+1
VTR icon
1527
Ventas
VTR
$37.9B
$2.27K ﹤0.01%
+36
MUFG icon
1528
Mitsubishi UFJ Financial
MUFG
$185B
$2.26K ﹤0.01%
165
+111
NBXG
1529
Neuberger Berman Next Generation Connectivity Fund
NBXG
$1.18B
$2.26K ﹤0.01%
155
TME icon
1530
Tencent Music
TME
$28.6B
$2.26K ﹤0.01%
116
ARGX icon
1531
argenx
ARGX
$55.5B
$2.21K ﹤0.01%
+4
BBVA icon
1532
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
$2.2K ﹤0.01%
+143
MPWR icon
1533
Monolithic Power Systems
MPWR
$46.1B
$2.19K ﹤0.01%
3
+2
WRBY icon
1534
Warby Parker
WRBY
$2.29B
$2.19K ﹤0.01%
100
SNA icon
1535
Snap-on
SNA
$18.1B
$2.18K ﹤0.01%
+7
COTY icon
1536
Coty
COTY
$3.02B
$2.18K ﹤0.01%
+468
DECK icon
1537
Deckers Outdoor
DECK
$14.5B
$2.16K ﹤0.01%
+21
DT icon
1538
Dynatrace
DT
$13.4B
$2.15K ﹤0.01%
+39
CNR
1539
Core Natural Resources Inc
CNR
$4.27B
$2.09K ﹤0.01%
+30
FA icon
1540
First Advantage
FA
$2.41B
$2.08K ﹤0.01%
125
JD icon
1541
JD.com
JD
$42.4B
$2.06K ﹤0.01%
63
+1
BL icon
1542
BlackLine
BL
$3.45B
$2.04K ﹤0.01%
+36
BBAI icon
1543
BigBear.ai
BBAI
$2.98B
$2.04K ﹤0.01%
+300
LRN icon
1544
Stride
LRN
$2.75B
$2.03K ﹤0.01%
+14
HPAIW
1545
Helport AI Warrants
HPAIW
$3.2M
$2K ﹤0.01%
10,449
GL icon
1546
Globe Life
GL
$10.5B
$1.99K ﹤0.01%
16
WK icon
1547
Workiva
WK
$5.18B
$1.99K ﹤0.01%
+29
GDDY icon
1548
GoDaddy
GDDY
$17.4B
$1.98K ﹤0.01%
11
+10
ILS
1549
Brookmont Catastrophic Bond ETF
ILS
$25.4M
$1.98K ﹤0.01%
+100
ELS icon
1550
Equity Lifestyle Properties
ELS
$12B
$1.97K ﹤0.01%
+32