AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 Buys

1 +$12.1M
2 +$8.86M
3 +$8.08M
4
SCAI
Surgical Care Affiliates, Inc.
SCAI
+$6.98M
5
RAI
Reynolds American Inc
RAI
+$6.93M

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
+$3.56M

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
-178
1027
-1,048
1028
-1,177
1029
-1,157
1030
-6
1031
-202
1032
-2,500
1033
-8,700
1034
-700
1035
-2,841
1036
-3,100
1037
-1,327
1038
-310
1039
-300
1040
-590
1041
-11,940
1042
-2,500
1043
-7,782
1044
-360
1045
-600
1046
-561
1047
-2,986
1048
-1,249
1049
-18
1050
-2,103