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
926
$31K ﹤0.01%
+942
927
$31K ﹤0.01%
+1,081
928
$31K ﹤0.01%
+1,576
929
$31K ﹤0.01%
+300
930
$30K ﹤0.01%
+5,000
931
$30K ﹤0.01%
+2,220
932
$30K ﹤0.01%
+2,500
933
$30K ﹤0.01%
+1,600
934
$30K ﹤0.01%
+538
935
$30K ﹤0.01%
+200
936
$30K ﹤0.01%
+450
937
$30K ﹤0.01%
+450
938
$29K ﹤0.01%
+397
939
$29K ﹤0.01%
+672
940
$29K ﹤0.01%
+835
941
$28K ﹤0.01%
+775
942
$28K ﹤0.01%
+600
943
$28K ﹤0.01%
+182
944
$28K ﹤0.01%
+5,000
945
$28K ﹤0.01%
+600
946
$28K ﹤0.01%
+311
947
$27K ﹤0.01%
+325
948
$27K ﹤0.01%
+340
949
$27K ﹤0.01%
+920
950
$27K ﹤0.01%
+225
36 37
38
39 40