AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.84B
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,608
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$62.5M
3 +$37.3M
4
LKQ icon
LKQ Corp
LKQ
+$31M
5
CRM icon
Salesforce
CRM
+$14.4M

Top Sells

1 +$237M
2 +$133M
3 +$75.6M
4
FWRD icon
Forward Air
FWRD
+$37.8M
5
AMZN icon
Amazon
AMZN
+$28.9M

Sector Composition

1 Technology 15.89%
2 Industrials 12.63%
3 Consumer Discretionary 11.04%
4 Financials 9.22%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KDP icon
1276
Keurig Dr Pepper
KDP
$38.1B
$30.3K ﹤0.01%
1,081
+1,072
XYL icon
1277
Xylem
XYL
$29.8B
$30.2K ﹤0.01%
222
+218
SUSL icon
1278
iShares ESG MSCI USA Leaders ETF
SUSL
$1.02B
$30.1K ﹤0.01%
248
GFF icon
1279
Griffon
GFF
$3.51B
$30.1K ﹤0.01%
408
+1
CHH icon
1280
Choice Hotels
CHH
$4.41B
$30K ﹤0.01%
+315
WAT icon
1281
Waters Corp
WAT
$29.4B
$30K ﹤0.01%
79
+65
KTB icon
1282
Kontoor Brands
KTB
$3.78B
$30K ﹤0.01%
491
PAYX icon
1283
Paychex
PAYX
$34.1B
$30K ﹤0.01%
267
+191
LEA icon
1284
Lear
LEA
$6.05B
$29.9K ﹤0.01%
+261
LUV icon
1285
Southwest Airlines
LUV
$21B
$29.8K ﹤0.01%
722
+240
EIX icon
1286
Edison International
EIX
$27.4B
$29.8K ﹤0.01%
496
+313
WTRG icon
1287
Essential Utilities
WTRG
$11.2B
$29.8K ﹤0.01%
+776
ZION icon
1288
Zions Bancorporation
ZION
$8.2B
$29.7K ﹤0.01%
+507
EWBC icon
1289
East-West Bancorp
EWBC
$14.8B
$29.7K ﹤0.01%
264
+109
SARO
1290
StandardAero Inc
SARO
$9.48B
$29.7K ﹤0.01%
+1,034
PFG icon
1291
Principal Financial Group
PFG
$19.5B
$29.5K ﹤0.01%
334
+210
PRGO icon
1292
Perrigo
PRGO
$1.39B
$29.4K ﹤0.01%
+2,110
CGNX icon
1293
Cognex
CGNX
$8.38B
$29.3K ﹤0.01%
814
+727
CNH
1294
CNH Industrial
CNH
$13.7B
$29.3K ﹤0.01%
+3,176
AFG icon
1295
American Financial Group
AFG
$10.7B
$29.3K ﹤0.01%
+214
FANG icon
1296
Diamondback Energy
FANG
$50.3B
$29.2K ﹤0.01%
194
+76
SIL icon
1297
Global X Silver Miners ETF NEW
SIL
$6.54B
$29.1K ﹤0.01%
349
-680
AIZ icon
1298
Assurant
AIZ
$10.9B
$29.1K ﹤0.01%
+121
WTM icon
1299
White Mountains Insurance
WTM
$5.51B
$29.1K ﹤0.01%
+14
BG icon
1300
Bunge Global
BG
$23.2B
$29K ﹤0.01%
326
+101