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
$1.48B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Sells

1 +$7.79M
2 +$6.56M
3 +$3.81M
4
DIN icon
Dine Brands
DIN
+$3.73M
5
ANDE icon
Andersons Inc
ANDE
+$3.63M

Sector Composition

1 Financials 10.6%
2 Technology 9.89%
3 Industrials 9.75%
4 Healthcare 8.9%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-1,650
627
-3,800
628
-67,900
629
-10,500
630
-21,000
631
-294,100
632
-715
633
-4,210
634
-1,000
635
-100
636
-1,008
637
-50
638
-1,250
639
-1,500
640
-1,780
641
-250
642
-594
643
-1,500
644
-318
645
-48,500
646
-830
647
-680
648
-1,750
649
-750
650
-182