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
$4.99B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1 +$54.4M
2 +$44.5M
3 +$18M
4
GLIBK
GCI Liberty Inc Series C
GLIBK
+$17.7M
5
ZTS icon
Zoetis
ZTS
+$14.4M

Top Sells

1 +$94.3M
2 +$36.5M
3 +$34.4M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$20.6M

Sector Composition

1 Industrials 18.32%
2 Technology 13.66%
3 Consumer Discretionary 13.2%
4 Financials 8.77%
5 Healthcare 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PBD icon
1601
Invesco Global Clean Energy ETF
PBD
$179M
$1.51K ﹤0.01%
100
CPT icon
1602
Camden Property Trust
CPT
$11.7B
$1.5K ﹤0.01%
14
MRAM icon
1603
Everspin Technologies
MRAM
$303M
$1.49K ﹤0.01%
160
FRPT icon
1604
Freshpet
FRPT
$3.14B
$1.49K ﹤0.01%
27
LILAK icon
1605
Liberty Latin America Class C
LILAK
$1.52B
$1.49K ﹤0.01%
176
VNLA icon
1606
Janus Henderson Short Duration Income ETF
VNLA
$2.91B
$1.48K ﹤0.01%
30
EWY icon
1607
iShares MSCI South Korea ETF
EWY
$10.1B
$1.44K ﹤0.01%
18
FOX icon
1608
Fox Class B
FOX
$29B
$1.43K ﹤0.01%
25
HQL
1609
abrdn Life Sciences Investors
HQL
$492M
$1.43K ﹤0.01%
+92
LAC
1610
DELISTED
Lithium Americas Corp. Common Shares
LAC
$1.43K ﹤0.01%
250
PUB
1611
DELISTED
PUBLICIS SA ADS (1 ADS = 1C0M)
PUB
$1.4K ﹤0.01%
58
GKOS icon
1612
Glaukos
GKOS
$6.91B
$1.39K ﹤0.01%
17
HQH
1613
abrdn Healthcare Investors
HQH
$1.04B
$1.38K ﹤0.01%
+75
TER icon
1614
Teradyne
TER
$35.7B
$1.38K ﹤0.01%
10
HNR
1615
DELISTED
Harvest Natural Resources
HNR
$1.35K ﹤0.01%
45,000
CHE icon
1616
Chemed
CHE
$6.38B
$1.34K ﹤0.01%
3
SSD icon
1617
Simpson Manufacturing
SSD
$7.8B
$1.34K ﹤0.01%
8
RUM icon
1618
Rumble
RUM
$2.05B
$1.34K ﹤0.01%
185
PSKY
1619
Paramount Skydance Corp
PSKY
$13B
$1.32K ﹤0.01%
+70
SWKS icon
1620
Skyworks Solutions
SWKS
$8.66B
$1.31K ﹤0.01%
17
COO icon
1621
Cooper Companies
COO
$16.1B
$1.3K ﹤0.01%
19
NFJ
1622
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.25B
$1.3K ﹤0.01%
100
CCC
1623
CCC Intelligent Solutions
CCC
$5.13B
$1.27K ﹤0.01%
140
FND icon
1624
Floor & Decor
FND
$8.2B
$1.25K ﹤0.01%
17
EXPO icon
1625
Exponent
EXPO
$3.72B
$1.25K ﹤0.01%
18