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
$817M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$24.6M
2
+$16.9M
3
+$15.4M
4
FMNB icon
Farmers National Banc Corp
FMNB
+$13.3M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.3M

Sector Composition

1 Financials 11.5%
2 Technology 8.92%
3 Consumer Discretionary 7.05%
4 Industrials 6.32%
5 Healthcare 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-9,362
252
– –
-39,883
253
– –
-16,843
254
– –
-29,100
255
– –
-4,724
256
– –
-10,612
257
– –
-53,725
258
– –
-46,500
259
– –
0
260
– –
-150,063
261
– –
-21,003
262
– –
-60,084
263
– –
-31,000
264
– –
-22,422
265
– –
-4,376
266
– –
-597,931
267
– –
-33,022
268
– –
0
269
– –
-48,113
270
– –
-19,000
271
– –
0
272
– –
-64,000
273
– –
-10,241
274
– –
-12,500
275
– –
-292,970
9 10
11
12 13