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
RIOT icon
2076
Riot Platforms
RIOT
$10.5B
$507 ﹤0.01%
40
JAMF
2077
DELISTED
Jamf
JAMF
$494 ﹤0.01%
38
ZTR
2078
Virtus Total Return Fund
ZTR
$328M
$491 ﹤0.01%
78
CASC
2079
DELISTED
CASCADE CORPORATION
CASC
$487 ﹤0.01%
+16
OUT icon
2080
Outfront Media
OUT
$5.5B
$482 ﹤0.01%
20
SQM icon
2081
Sociedad Química y Minera de Chile
SQM
$22.4B
$482 ﹤0.01%
+7
SPCE icon
2082
Virgin Galactic
SPCE
$448M
$481 ﹤0.01%
150
FPI
2083
Farmland Partners
FPI
$450M
$475 ﹤0.01%
49
PBR.A icon
2084
Petrobras Class A
PBR.A
$105B
$473 ﹤0.01%
+42
CTRE icon
2085
CareTrust REIT
CTRE
$8.98B
$470 ﹤0.01%
13
ACVA icon
2086
ACV Auctions
ACVA
$1.01B
$465 ﹤0.01%
58
PSO icon
2087
Pearson
PSO
$9.01B
$449 ﹤0.01%
+32
GSHD icon
2088
Goosehead Insurance
GSHD
$814M
$442 ﹤0.01%
6
-4
CHWY icon
2089
Chewy
CHWY
$8.61B
$430 ﹤0.01%
13
LILA icon
2090
Liberty Latin America Class A
LILA
$1.57B
$429 ﹤0.01%
58
OTEX icon
2091
Open Text
OTEX
$5.75B
$424 ﹤0.01%
+13
STVN icon
2092
Stevanato
STVN
$5.06B
$423 ﹤0.01%
21
-16
DIDI
2093
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
$422 ﹤0.01%
80
AXIA
2094
AXIA Energia
AXIA
$22.5B
$421 ﹤0.01%
+46
MBLY icon
2095
Mobileye
MBLY
$9.05B
$418 ﹤0.01%
+40
SBRA icon
2096
Sabra Healthcare REIT
SBRA
$4.56B
$417 ﹤0.01%
22
BUZZ icon
2097
VanEck Social Sentiment ETF
BUZZ
$116M
$399 ﹤0.01%
12
CURB
2098
Curbline Properties
CURB
$3.06B
$395 ﹤0.01%
17
-840
KRNT icon
2099
Kornit Digital
KRNT
$738M
$388 ﹤0.01%
27
METCB icon
2100
Ramaco Resources Class B
METCB
$817M
$388 ﹤0.01%
33
-1