AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
-1,767
1027
-313
1028
-225
1029
-275
1030
-1,981
1031
-1,824
1032
-1,663
1033
-200
1034
-7,400
1035
-426
1036
-359
1037
-1,400
1038
-1,783
1039
-30
1040
-1,400
1041
-100
1042
-702
1043
-1,157
1044
-6
1045
-202
1046
-2,500
1047
-8,700
1048
-700
1049
-2,841
1050
-3,100