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
1026
-29
1027
-155
1028
-300
1029
-2,500
1030
-8
1031
-5,000
1032
-644
1033
-20,256
1034
-590
1035
-11,940
1036
-2,500
1037
-7,782
1038
-1,851
1039
-360
1040
-600
1041
-561
1042
-2,986
1043
-1,249
1044
-18
1045
-2,103
1046
-136
1047
-3
1048
-9,577
1049
-845
1050
-5,101