AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
-$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$10.1M
3
+$8.91M
4
DTE icon
DTE Energy
DTE
+$8.1M
5
PAYC icon
Paycom
PAYC
+$8.03M

Top Sells

1
+$33.5M
2
+$13.1M
3
+$8.13M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$7.95M
5
CZR icon
Caesars Entertainment
CZR
+$7.5M

Sector Composition

1 Technology 13.57%
2 Financials 10.37%
3 Healthcare 9.65%
4 Industrials 8.7%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$112K 0.01%
5,000
702
$111K 0.01%
10,000
+2,000
703
$111K 0.01%
1,846
-2,608
704
$110K 0.01%
867
+600
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$109K 0.01%
889
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706
$109K 0.01%
781
707
$109K 0.01%
1,100
708
$109K 0.01%
4,763
709
$109K 0.01%
1,277
-50
710
$107K 0.01%
684
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711
$107K 0.01%
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712
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9,435
713
$106K 0.01%
170
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714
$106K 0.01%
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-92
715
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1,200
-200
716
$106K 0.01%
19,470
-231,957
717
$105K ﹤0.01%
824
718
$105K ﹤0.01%
5,824
719
$104K ﹤0.01%
4,340
720
$103K ﹤0.01%
955
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721
$103K ﹤0.01%
19,965
-1,750
722
$102K ﹤0.01%
3,982
723
$100K ﹤0.01%
2,472
-2,472
724
$99K ﹤0.01%
2,835
+135
725
$98K ﹤0.01%
3,245
-2,200
27 28
29
30 31