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
$2.67B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,437
New
Increased
Reduced
Closed

Top Buys

1
+$27M
2
+$13M
3
+$8.35M
4
WH icon
Wyndham Hotels & Resorts
WH
+$7.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.73M

Top Sells

1
+$17.7M
2
+$17M
3
+$8.7M
4
FOE
Ferro Corporation
FOE
+$7.28M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$6.16M

Sector Composition

1 Financials 11.58%
2 Technology 10.58%
3 Industrials 9.73%
4 Consumer Discretionary 8.91%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$91K ﹤0.01%
+2,250
752
$90K ﹤0.01%
6,908
-1,997
753
$90K ﹤0.01%
+600
754
$90K ﹤0.01%
+3,050
755
$89K ﹤0.01%
+1,749
756
$89K ﹤0.01%
+1,450
757
$89K ﹤0.01%
+775
758
$89K ﹤0.01%
+2,347
759
$88K ﹤0.01%
+1,970
760
$88K ﹤0.01%
+950
761
$88K ﹤0.01%
+3,024
762
$88K ﹤0.01%
+1,639
763
$87K ﹤0.01%
+1,490
764
$86K ﹤0.01%
+2,879
765
$85K ﹤0.01%
+1,104
766
$85K ﹤0.01%
+2,063
767
$83K ﹤0.01%
+1,966
768
$83K ﹤0.01%
+5,500
769
$81K ﹤0.01%
+950
770
$81K ﹤0.01%
+760
771
$80K ﹤0.01%
+562
772
$80K ﹤0.01%
+3,100
773
$79K ﹤0.01%
+1,144
774
$78K ﹤0.01%
+3,900
775
$77K ﹤0.01%
+500
29 30
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