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

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
626
-10,000
627
-1,366
628
-189,530
629
-55,377
630
-185,218
631
-25,620
632
-19,300
633
-341,623
634
-10,000
635
-7,700
636
-247,000
637
-70,000
638
-2,980
639
-3,735
640
-11,600
641
-119,174
642
-40,830
643
-376,789
644
-9,000
645
-162,523
646
-10,000
647
-6,030
648
-7,006
649
-10,000