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
AOD
1576
abrdn Total Dynamic Dividend Fund
AOD
$1.02B
$1.64K ﹤0.01%
185
MGF
1577
MFS Government Markets Income Trust
MGF
$100M
$1.64K ﹤0.01%
525
ECAT icon
1578
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.57B
$1.61K ﹤0.01%
100
PUB
1579
DELISTED
PUBLICIS SA ADS (1 ADS = 1C0M)
PUB
$1.58K ﹤0.01%
+58
IEV icon
1580
iShares Europe ETF
IEV
$1.6B
$1.58K ﹤0.01%
25
CPT icon
1581
Camden Property Trust
CPT
$11.1B
$1.58K ﹤0.01%
+14
SWK icon
1582
Stanley Black & Decker
SWK
$11.2B
$1.56K ﹤0.01%
23
+3
FETH
1583
Fidelity Ethereum Fund
FETH
$1.27B
$1.51K ﹤0.01%
60
RGEN icon
1584
Repligen
RGEN
$9.29B
$1.49K ﹤0.01%
+12
ALKT icon
1585
Alkami Technology
ALKT
$2.26B
$1.48K ﹤0.01%
+49
VNLA icon
1586
Janus Henderson Short Duration Income ETF
VNLA
$2.82B
$1.48K ﹤0.01%
30
CHE icon
1587
Chemed
CHE
$5.95B
$1.46K ﹤0.01%
+3
SHYG icon
1588
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.75B
$1.42K ﹤0.01%
33
SBAC icon
1589
SBA Communications
SBAC
$20.2B
$1.41K ﹤0.01%
+6
POWI icon
1590
Power Integrations
POWI
$2.02B
$1.4K ﹤0.01%
+25
BMR
1591
DELISTED
BIOMED REALTY TRUST INC
BMR
$1.38K ﹤0.01%
438
ACVA icon
1592
ACV Auctions
ACVA
$1.4B
$1.36K ﹤0.01%
+84
COO icon
1593
Cooper Companies
COO
$16.2B
$1.35K ﹤0.01%
19
+16
HNR
1594
DELISTED
Harvest Natural Resources
HNR
$1.35K ﹤0.01%
45,000
VFF icon
1595
Village Farms International
VFF
$387M
$1.35K ﹤0.01%
1,225
EXPO icon
1596
Exponent
EXPO
$3.65B
$1.34K ﹤0.01%
+18
OPCH icon
1597
Option Care Health
OPCH
$4.74B
$1.33K ﹤0.01%
+41
ESAB icon
1598
ESAB
ESAB
$6.72B
$1.33K ﹤0.01%
11
CCC
1599
CCC Intelligent Solutions
CCC
$4.75B
$1.32K ﹤0.01%
+140
BITQ icon
1600
Bitwise Crypto Industry Innovators ETF
BITQ
$409M
$1.3K ﹤0.01%
+66