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
$4.47B
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,987
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$33.8M
3
+$29.5M
4
X
US Steel
X
+$17.8M
5
UGI icon
UGI
UGI
+$11M

Top Sells

1
+$32.2M
2
+$27.5M
3
+$26.7M
4
CZR icon
Caesars Entertainment
CZR
+$21M
5
MDU icon
MDU Resources
MDU
+$12.3M

Sector Composition

1 Industrials 16.52%
2 Technology 14.99%
3 Consumer Discretionary 9.46%
4 Financials 8.82%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$125K ﹤0.01%
+3,190
777
$124K ﹤0.01%
1,212
778
$123K ﹤0.01%
412
779
$123K ﹤0.01%
4,150
-250
780
$123K ﹤0.01%
426
781
$121K ﹤0.01%
859
782
$119K ﹤0.01%
6,850
+1,850
783
$118K ﹤0.01%
666
+224
784
$116K ﹤0.01%
4,480
785
$116K ﹤0.01%
3,762
-397
786
$115K ﹤0.01%
1,011
-350
787
$115K ﹤0.01%
2,930
-1,075
788
$115K ﹤0.01%
2,117
+174
789
$114K ﹤0.01%
4,430
790
$113K ﹤0.01%
942
+36
791
$113K ﹤0.01%
1,593
792
$111K ﹤0.01%
1,366
+235
793
$110K ﹤0.01%
1,034
-250
794
$109K ﹤0.01%
1,000
795
$106K ﹤0.01%
1,040
-238
796
$106K ﹤0.01%
4,283
797
$106K ﹤0.01%
1,460
-100
798
$105K ﹤0.01%
934
-160
799
$105K ﹤0.01%
300
800
$104K ﹤0.01%
2,619
30 31
32
33 34