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
BITQ icon
1601
Bitwise Crypto Industry Innovators ETF
BITQ
$399M
$1.3K ﹤0.01%
+66
EWY icon
1602
iShares MSCI South Korea ETF
EWY
$10.4B
$1.29K ﹤0.01%
18
FND icon
1603
Floor & Decor
FND
$7.96B
$1.29K ﹤0.01%
+17
FOX icon
1604
Fox Class B
FOX
$28.9B
$1.29K ﹤0.01%
25
UAA icon
1605
Under Armour
UAA
$2.55B
$1.27K ﹤0.01%
186
SWKS icon
1606
Skyworks Solutions
SWKS
$8.72B
$1.27K ﹤0.01%
17
-9
PBD icon
1607
Invesco Global Clean Energy ETF
PBD
$180M
$1.26K ﹤0.01%
100
TLGYW
1608
DELISTED
TLGY Acquisition Corporation Warrant
TLGYW
$1.25K ﹤0.01%
5,000
AMRC icon
1609
Ameresco
AMRC
$1.66B
$1.25K ﹤0.01%
82
SSD icon
1610
Simpson Manufacturing
SSD
$7.6B
$1.24K ﹤0.01%
+8
LWLG icon
1611
Lightwave Logic
LWLG
$612M
$1.24K ﹤0.01%
+1,000
NFJ
1612
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.25B
$1.24K ﹤0.01%
100
LYFT icon
1613
Lyft
LYFT
$7.41B
$1.23K ﹤0.01%
78
DAR icon
1614
Darling Ingredients
DAR
$6.47B
$1.21K ﹤0.01%
32
VTRS icon
1615
Viatris
VTRS
$15B
$1.2K ﹤0.01%
134
-33
SUSA icon
1616
iShares ESG Optimized MSCI USA ETF
SUSA
$3.73B
$1.14K ﹤0.01%
9
GFEB icon
1617
FT Vest US Equity Moderate Buffer ETF February
GFEB
$297M
$1.13K ﹤0.01%
29
-536
SAIC icon
1618
Saic
SAIC
$4.89B
$1.13K ﹤0.01%
10
BOE icon
1619
BlackRock Enhanced Global Dividend Trust
BOE
$655M
$1.11K ﹤0.01%
98
LILAK icon
1620
Liberty Latin America Class C
LILAK
$1.5B
$1.09K ﹤0.01%
176
BMEZ icon
1621
BlackRock Health Sciences Trust II
BMEZ
$963M
$1.08K ﹤0.01%
76
BXP icon
1622
Boston Properties
BXP
$10.5B
$1.08K ﹤0.01%
+16
MEGI
1623
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$722M
$1.07K ﹤0.01%
75
FTSL icon
1624
First Trust Senior Loan Fund ETF
FTSL
$2.35B
$1.05K ﹤0.01%
23
GSHD icon
1625
Goosehead Insurance
GSHD
$1.64B
$1.05K ﹤0.01%
+10
63 64
65
66 67