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
726
-1,339
727
-263
728
-18
729
-3,298
730
-2,500
731
-200
732
-25
733
-528
734
-155
735
-1,492
736
-3,340
737
-378
738
-57
739
-1,245
740
-1,438
741
-150
742
-86
743
-8,385
744
-1,286
745
-991
746
-1,513
747
-350
748
-27
749
-4,000
750
-300