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
$782M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1 +$6.33M
2 +$4.67M
3 +$3.63M
4
DYAX
DYAX CORPORATION
DYAX
+$3.21M
5
CGI
Celadon Group Inc
CGI
+$2.71M

Sector Composition

1 Financials 13.11%
2 Industrials 9.12%
3 Technology 7.4%
4 Healthcare 6.57%
5 Communication Services 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$273K 0.03%
20,669
402
$273K 0.03%
5,460
403
$273K 0.03%
44,500
-19,000
404
$270K 0.03%
+5,000
405
$270K 0.03%
9,692
-14,965
406
$269K 0.03%
1,860
+150
407
$269K 0.03%
23,700
408
$267K 0.03%
2,432
-174
409
$266K 0.03%
2,860
-475
410
$262K 0.03%
79,632
-10,500
411
$261K 0.03%
6,000
-200
412
$261K 0.03%
3,363
413
$260K 0.03%
+7,175
414
$259K 0.03%
2,500
415
$257K 0.03%
6,760
416
$250K 0.03%
+60,000
417
$250K 0.03%
352,500
+81,000
418
$249K 0.03%
67,900
419
$249K 0.03%
+5,000
420
$248K 0.03%
4,022
-750
421
$247K 0.03%
5,069
-240
422
$245K 0.03%
44,500
-81,801
423
$244K 0.03%
6,196
424
$244K 0.03%
5,000
425
$242K 0.03%
9,581
-723