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
851
$48K ﹤0.01%
+3,602
852
$48K ﹤0.01%
+1,750
853
$48K ﹤0.01%
+1,219
854
$47K ﹤0.01%
+750
855
$47K ﹤0.01%
+15,596
856
$47K ﹤0.01%
+600
857
$46K ﹤0.01%
+216
858
$46K ﹤0.01%
+1,479
859
$46K ﹤0.01%
31,780
-1,843
860
$45K ﹤0.01%
+399
861
$45K ﹤0.01%
14,000
862
$45K ﹤0.01%
+1,620
863
$45K ﹤0.01%
+2,076
864
$44K ﹤0.01%
+300
865
$44K ﹤0.01%
+1,742
866
$43K ﹤0.01%
+300
867
$43K ﹤0.01%
+1,600
868
$43K ﹤0.01%
+2,550
869
$43K ﹤0.01%
+1,500
870
$43K ﹤0.01%
+2,800
871
$43K ﹤0.01%
+880
872
$43K ﹤0.01%
2,600
-16,150
873
$42K ﹤0.01%
+37
874
$42K ﹤0.01%
+718
875
$42K ﹤0.01%
+360
33 34
35
36 37