AA

Ancora Advisors Portfolio holdings

AUM $4.69B
1-Year Est. Return 19.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.06%
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 12.87%
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
FRT icon
1276
Federal Realty Investment Trust
FRT
$10.4B
$30.3K ﹤0.01%
+301
KDP icon
1277
Keurig Dr Pepper
KDP
$40.9B
$30.3K ﹤0.01%
1,081
+1,072
XYL icon
1278
Xylem
XYL
$26.2B
$30.2K ﹤0.01%
222
+218
SUSL icon
1279
iShares ESG MSCI USA Leaders ETF
SUSL
$1.14B
$30.1K ﹤0.01%
248
GFF icon
1280
Griffon
GFF
$3.94B
$30.1K ﹤0.01%
408
+1
CHH icon
1281
Choice Hotels
CHH
$4.96B
$30K ﹤0.01%
+315
WAT icon
1282
Waters Corp
WAT
$37B
$30K ﹤0.01%
79
+65
KTB icon
1283
Kontoor Brands
KTB
$3.79B
$30K ﹤0.01%
491
PAYX icon
1284
Paychex
PAYX
$35.6B
$30K ﹤0.01%
267
+191
LEA icon
1285
Lear
LEA
$7.21B
$29.9K ﹤0.01%
+261
LUV icon
1286
Southwest Airlines
LUV
$20.2B
$29.8K ﹤0.01%
722
+240
EIX icon
1287
Edison International
EIX
$27.6B
$29.8K ﹤0.01%
496
+313
WTRG icon
1288
Essential Utilities
WTRG
$10.4B
$29.8K ﹤0.01%
+776
ZION icon
1289
Zions Bancorporation
ZION
$9.27B
$29.7K ﹤0.01%
+507
EWBC icon
1290
East-West Bancorp
EWBC
$17.2B
$29.7K ﹤0.01%
264
+109
SARO
1291
StandardAero Inc
SARO
$8.49B
$29.7K ﹤0.01%
+1,034
PFG icon
1292
Principal Financial Group
PFG
$22.4B
$29.5K ﹤0.01%
334
+210
PRGO icon
1293
Perrigo
PRGO
$1.48B
$29.4K ﹤0.01%
+2,110
CGNX icon
1294
Cognex
CGNX
$10.8B
$29.3K ﹤0.01%
814
+727
CNH
1295
CNH Industrial
CNH
$13.5B
$29.3K ﹤0.01%
+3,176
AFG icon
1296
American Financial Group
AFG
$10.7B
$29.3K ﹤0.01%
+214
FANG icon
1297
Diamondback Energy
FANG
$57.1B
$29.2K ﹤0.01%
194
+76
SIL icon
1298
Global X Silver Miners ETF NEW
SIL
$4.96B
$29.1K ﹤0.01%
349
-680
AIZ icon
1299
Assurant
AIZ
$12.5B
$29.1K ﹤0.01%
+121
WTM icon
1300
White Mountains Insurance
WTM
$4.99B
$29.1K ﹤0.01%
+14