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
ESPO icon
1551
VanEck Video Gaming and eSports ETF
ESPO
$398M
$1.97K ﹤0.01%
18
BEPC icon
1552
Brookfield Renewable
BEPC
$7.13B
$1.97K ﹤0.01%
60
ALRM icon
1553
Alarm.com
ALRM
$2.6B
$1.92K ﹤0.01%
+34
VVR icon
1554
Invesco Senior Income Trust
VVR
$506M
$1.9K ﹤0.01%
+500
WINA icon
1555
Winmark
WINA
$1.52B
$1.89K ﹤0.01%
5
FRPT icon
1556
Freshpet
FRPT
$3.03B
$1.83K ﹤0.01%
+27
BATRA icon
1557
Atlanta Braves Holdings Series A
BATRA
$2.68B
$1.82K ﹤0.01%
37
-25
SPEM icon
1558
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$1.79K ﹤0.01%
42
PKOH icon
1559
Park-Ohio Holdings
PKOH
$313M
$1.79K ﹤0.01%
100
HDB icon
1560
HDFC Bank
HDB
$183B
$1.76K ﹤0.01%
+46
OTLK icon
1561
Outlook Therapeutics
OTLK
$91.1M
$1.76K ﹤0.01%
1,100
QCLN icon
1562
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$566M
$1.76K ﹤0.01%
54
GKOS icon
1563
Glaukos
GKOS
$6.23B
$1.76K ﹤0.01%
+17
IXAQW
1564
DELISTED
IX Acquisition Corp. Warrant
IXAQW
$1.75K ﹤0.01%
25,000
SNPS icon
1565
Synopsys
SNPS
$89B
$1.74K ﹤0.01%
3
-2
GLOB icon
1566
Globant
GLOB
$3.14B
$1.73K ﹤0.01%
+19
REG icon
1567
Regency Centers
REG
$12.6B
$1.71K ﹤0.01%
+24
ESS icon
1568
Essex Property Trust
ESS
$16.4B
$1.7K ﹤0.01%
+6
JBI icon
1569
Janus International
JBI
$850M
$1.69K ﹤0.01%
+208
PINS icon
1570
Pinterest
PINS
$18.1B
$1.69K ﹤0.01%
+47
RA
1571
Brookfield Real Assets Income Fund
RA
$731M
$1.69K ﹤0.01%
126
VSH icon
1572
Vishay Intertechnology
VSH
$2.06B
$1.67K ﹤0.01%
+105
RUM icon
1573
Rumble
RUM
$2.41B
$1.66K ﹤0.01%
185
NWG icon
1574
NatWest
NWG
$66B
$1.66K ﹤0.01%
+117
WGO icon
1575
Winnebago Industries
WGO
$1.07B
$1.65K ﹤0.01%
57