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
1051
$14K ﹤0.01%
+300
1052
$14K ﹤0.01%
+1,897
1053
$14K ﹤0.01%
+300
1054
$14K ﹤0.01%
+250
1055
$14K ﹤0.01%
+680
1056
$14K ﹤0.01%
+100
1057
$14K ﹤0.01%
+283
1058
$14K ﹤0.01%
+168
1059
$13K ﹤0.01%
+156
1060
$13K ﹤0.01%
+194
1061
$13K ﹤0.01%
+500
1062
$13K ﹤0.01%
+1,500
1063
$13K ﹤0.01%
+250
1064
$13K ﹤0.01%
+765
1065
$13K ﹤0.01%
+667
1066
$13K ﹤0.01%
+450
1067
$13K ﹤0.01%
+375
1068
$13K ﹤0.01%
+788
1069
$13K ﹤0.01%
+800
1070
$13K ﹤0.01%
+200
1071
$13K ﹤0.01%
+200
1072
$13K ﹤0.01%
+375
1073
$13K ﹤0.01%
+363
1074
$13K ﹤0.01%
+100
1075
$12K ﹤0.01%
500
-12,615
41 42
43
44 45