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
$2.23B
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.3M
3
+$9.08M
4
HWM icon
Howmet Aerospace
HWM
+$7.16M
5
OEC icon
Orion
OEC
+$6.79M

Top Sells

1
+$14.1M
2
+$14M
3
+$13.6M
4
NUO
Nuveen Ohio Quality Municipal Income Fund
NUO
+$11.2M
5
RYAM icon
Rayonier Advanced Materials
RYAM
+$10.7M

Sector Composition

1 Financials 10.96%
2 Industrials 10.7%
3 Technology 9.16%
4 Consumer Discretionary 8.47%
5 Healthcare 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$59K ﹤0.01%
10,518
577
$53K ﹤0.01%
2,155
+344
578
$43K ﹤0.01%
11,000
-465,000
579
$39K ﹤0.01%
1,747
-28,684
580
$35K ﹤0.01%
+30,000
581
$25K ﹤0.01%
+10,600
582
– –
-3,766
583
– –
-3,500
584
– –
-5,400
585
– –
-14,448
586
– –
-2,995
587
– –
-1,775
588
– –
-1,752
589
– –
-9,808
590
– –
-12,272
591
– –
-1,882
592
– –
-3,318
593
– –
-52,892
594
– –
-18,685
595
– –
-5,291
596
– –
-13,275
597
– –
-2,024
598
– –
-7,757
599
– –
-1,803
600
– –
-5,600
22 23
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