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
$2.13B
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
826
$47K ﹤0.01%
1,970
827
$47K ﹤0.01%
+2,000
828
$47K ﹤0.01%
+2,000
829
$47K ﹤0.01%
2,895
830
$46K ﹤0.01%
+38
831
$46K ﹤0.01%
+2,000
832
$46K ﹤0.01%
+1,566
833
$46K ﹤0.01%
2,256
-1,000
834
$46K ﹤0.01%
3,269
835
$46K ﹤0.01%
3,540
-2,511
836
$46K ﹤0.01%
+1,850
837
$45K ﹤0.01%
1,625
+1,125
838
$45K ﹤0.01%
2,000
839
$45K ﹤0.01%
799
840
$45K ﹤0.01%
643
+4
841
$45K ﹤0.01%
+2,150
842
$44K ﹤0.01%
852
843
$44K ﹤0.01%
2,750
844
$44K ﹤0.01%
2,498
845
$43K ﹤0.01%
+1,500
846
$43K ﹤0.01%
2,076
847
$43K ﹤0.01%
1,548
+1,535
848
$43K ﹤0.01%
3,000
849
$42K ﹤0.01%
1,620
850
$42K ﹤0.01%
1,194
-219
32 33
34
35 36