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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
$4.99B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,166
New
Increased
Reduced
Closed

Top Buys

1 +$49.1M
2 +$47.9M
3 +$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

1 +$87.2M
2 +$37.8M
3 +$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

1 Industrials 18.59%
2 Technology 13.65%
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
1
$249M 5%
830,288
-313,852
2
$213M 4.27%
6,973,908
+1,457,373
3
$149M 2.99%
451,560
-35,402
4
$139M 2.79%
546,275
-14,221
5
$124M 2.48%
202,035
-16,716
6
$123M 2.46%
237,325
-7,485
7
$122M 2.43%
3,437,412
+1,538,927
8
$97.2M 1.95%
667,197
+6,694
9
$92.9M 1.86%
294,401
-11,356
10
$83.9M 1.68%
1,654,611
+19,436
11
$78.8M 1.58%
340,352
-5,403
12
$76.7M 1.54%
2,160,038
+137,994
13
$70.9M 1.42%
189,575
-8,129
14
$65.4M 1.31%
298,013
-351
15
$59.2M 1.19%
88,428
+250
16
$56.8M 1.14%
276,828
-4,394
17
$55.6M 1.12%
513,511
-337,279
18
$52M 1.04%
174,434
+6
19
$51.2M 1.03%
275,902
+12,361
20
$49.7M 1%
145,877
+2,761
21
$48.6M 0.97%
96,755
-645
22
$47.3M 0.95%
116,636
-1,988
23
$45.2M 0.91%
228,064
-49
24
$43.3M 0.87%
386,147
+6,000
25
$42.6M 0.85%
824,888
+4,593