AA
Ancora Advisors Portfolio holdings
AUM
$4.8B
This Quarter Return
-2.88%
1 Year Return
+21.61%
3 Year Return
+66.82%
5 Year Return
+146.92%
10 Year Return
+346.17%
AUM
$3.73B
AUM Growth
+$3.73B
(-1.4%)
Cap. Flow
+$98.1M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
28.55%
Holding
1,895
New
76
Increased
326
Reduced
380
Closed
104
Top Buys
| 1 |
Forward Air
FWRD
|
$51.3M |
| 2 |
Elanco Animal Health
ELAN
|
$37.2M |
| 3 |
Enhabit
EHAB
|
$15.5M |
| 4 |
Kellanova
K
|
$14.9M |
| 5 |
Kenvue
KVUE
|
$10.1M |
Top Sells
| 1 |
L3Harris
LHX
|
$15.2M |
| 2 |
Match Group
MTCH
|
$13.4M |
| 3 |
DFS
Discover Financial Services
DFS
|
$12.5M |
| 4 |
Sylvamo
SLVM
|
$8.78M |
| 5 |
RB Global
RBA
|
$8.16M |
Sector Composition
| 1 | Industrials | 21.84% |
| 2 | Technology | 11.63% |
| 3 | Healthcare | 8.85% |
| 4 | Consumer Discretionary | 7.84% |
| 5 | Financials | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Sandstorm Gold
SAND
$3.29B
| – | – |
-70
| Closed | -$358 |
|
1752
ProShares UltraShort Industrials
SIJ
$1.21M
| – | – |
0
| – | – |
|
1753
Skillz
SKLZ
$111M
| – | – |
-20
| Closed | -$182 |
|
1754
Simon Property Group
SPG
$58.7B
| – | – |
-97
| Closed | -$11.2K |
|
1755
Sportsman's Warehouse
SPWH
$101M
| – | – |
0
| – | – |
|
1756
SPX Corp
SPXC
$9.03B
| – | – |
0
| – | – |
|