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
ESAB icon
1626
ESAB
ESAB
$7.38B
$1.23K ﹤0.01%
11
ALKT icon
1627
Alkami Technology
ALKT
$2.09B
$1.22K ﹤0.01%
49
BEAM icon
1628
Beam Therapeutics
BEAM
$3.17B
$1.21K ﹤0.01%
50
XOMA icon
1629
Xoma
XOMA
$327M
$1.2K ﹤0.01%
+31
BXP icon
1630
Boston Properties
BXP
$10.8B
$1.19K ﹤0.01%
16
ALRM icon
1631
Alarm.com
ALRM
$2.53B
$1.17K ﹤0.01%
22
-12
OTLK icon
1632
Outlook Therapeutics
OTLK
$35M
$1.17K ﹤0.01%
1,100
ONTO icon
1633
Onto Innovation
ONTO
$10.9B
$1.16K ﹤0.01%
9
SBAC icon
1634
SBA Communications
SBAC
$20.7B
$1.16K ﹤0.01%
6
MJ icon
1635
Amplify Alternative Harvest ETF
MJ
$151M
$1.16K ﹤0.01%
31
VTRS icon
1636
Viatris
VTRS
$14.8B
$1.15K ﹤0.01%
116
-18
OPCH icon
1637
Option Care Health
OPCH
$5.72B
$1.14K ﹤0.01%
41
USPH icon
1638
US Physical Therapy
USPH
$1.31B
$1.1K ﹤0.01%
13
EPR icon
1639
EPR Properties
EPR
$4.26B
$1.1K ﹤0.01%
+19
BMEZ icon
1640
BlackRock Health Sciences Trust II
BMEZ
$960M
$1.1K ﹤0.01%
76
GLOB icon
1641
Globant
GLOB
$3B
$1.09K ﹤0.01%
19
ABAT icon
1642
American Battery Technology Co
ABAT
$628M
$1.08K ﹤0.01%
222
LEN icon
1643
Lennar Class A
LEN
$29.3B
$1.08K ﹤0.01%
9
POWI icon
1644
Power Integrations
POWI
$2.4B
$1K ﹤0.01%
25
ALK icon
1645
Alaska Air
ALK
$5.8B
$996 ﹤0.01%
20
SAIC icon
1646
Saic
SAIC
$5.02B
$994 ﹤0.01%
10
ARKG icon
1647
ARK Genomic Revolution ETF
ARKG
$1.33B
$986 ﹤0.01%
35
MAA icon
1648
Mid-America Apartment Communities
MAA
$16.1B
$978 ﹤0.01%
7
LPX icon
1649
Louisiana-Pacific
LPX
$6.49B
$977 ﹤0.01%
11
GDDY icon
1650
GoDaddy
GDDY
$14.1B
$958 ﹤0.01%
7
-4