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
$1.48B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,286
New
Increased
Reduced
Closed

Top Sells

1 +$7.79M
2 +$6.56M
3 +$3.81M
4
DIN icon
Dine Brands
DIN
+$3.73M
5
ANDE icon
Andersons Inc
ANDE
+$3.63M

Sector Composition

1 Financials 10.6%
2 Technology 9.89%
3 Industrials 9.75%
4 Healthcare 8.9%
5 Consumer Discretionary 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
-5,975
1002
-500
1003
-1,904
1004
-100
1005
-6,945
1006
-524
1007
-400
1008
-2,280
1009
-25,740
1010
-675
1011
-200
1012
-200
1013
-2,016
1014
-451
1015
-350
1016
-1,225
1017
-1,115
1018
-1,272
1019
-10
1020
-4,464
1021
-30
1022
-458
1023
-88
1024
-810
1025
-94