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
ELS icon
1551
Equity Lifestyle Properties
ELS
$12.2B
$1.97K ﹤0.01%
+32
ESPO icon
1552
VanEck Video Gaming and eSports ETF
ESPO
$337M
$1.97K ﹤0.01%
18
BEPC icon
1553
Brookfield Renewable
BEPC
$6.92B
$1.97K ﹤0.01%
60
ALRM icon
1554
Alarm.com
ALRM
$2.53B
$1.92K ﹤0.01%
+34
VVR icon
1555
Invesco Senior Income Trust
VVR
$509M
$1.9K ﹤0.01%
+500
WINA icon
1556
Winmark
WINA
$1.55B
$1.89K ﹤0.01%
5
FRPT icon
1557
Freshpet
FRPT
$3.3B
$1.83K ﹤0.01%
+27
BATRA icon
1558
Atlanta Braves Holdings Series A
BATRA
$2.72B
$1.82K ﹤0.01%
37
-25
SPEM icon
1559
SPDR Portfolio Emerging Markets ETF
SPEM
$15.9B
$1.79K ﹤0.01%
42
PKOH icon
1560
Park-Ohio Holdings
PKOH
$332M
$1.79K ﹤0.01%
100
HDB icon
1561
HDFC Bank
HDB
$166B
$1.76K ﹤0.01%
+46
OTLK icon
1562
Outlook Therapeutics
OTLK
$33.3M
$1.76K ﹤0.01%
1,100
QCLN icon
1563
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$589M
$1.76K ﹤0.01%
54
GKOS icon
1564
Glaukos
GKOS
$6.91B
$1.76K ﹤0.01%
+17
IXAQW
1565
DELISTED
IX Acquisition Corp. Warrant
IXAQW
$1.75K ﹤0.01%
25,000
SNPS icon
1566
Synopsys
SNPS
$97.8B
$1.74K ﹤0.01%
3
-2
GLOB icon
1567
Globant
GLOB
$2.77B
$1.73K ﹤0.01%
+19
REG icon
1568
Regency Centers
REG
$13.1B
$1.71K ﹤0.01%
+24
ESS icon
1569
Essex Property Trust
ESS
$16.5B
$1.7K ﹤0.01%
+6
JBI icon
1570
Janus International
JBI
$995M
$1.69K ﹤0.01%
+208
PINS icon
1571
Pinterest
PINS
$17.2B
$1.69K ﹤0.01%
+47
RA
1572
Brookfield Real Assets Income Fund
RA
$716M
$1.69K ﹤0.01%
126
VSH icon
1573
Vishay Intertechnology
VSH
$2.42B
$1.67K ﹤0.01%
+105
RUM icon
1574
Rumble
RUM
$1.95B
$1.66K ﹤0.01%
185
NWG icon
1575
NatWest
NWG
$69.6B
$1.66K ﹤0.01%
+117