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
$2.13B
AUM Growth
-$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$10.1M
3
+$8.91M
4
DTE icon
DTE Energy
DTE
+$8.1M
5
PAYC icon
Paycom
PAYC
+$8.03M

Top Sells

1
+$33.5M
2
+$13.1M
3
+$8.13M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$7.95M
5
CZR icon
Caesars Entertainment
CZR
+$7.5M

Sector Composition

1 Technology 13.57%
2 Financials 10.37%
3 Healthcare 9.65%
4 Industrials 8.7%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$12K ﹤0.01%
700
-65,414
1052
$12K ﹤0.01%
285
1053
$11K ﹤0.01%
+275
1054
$11K ﹤0.01%
100
1055
$11K ﹤0.01%
1,500
1056
$11K ﹤0.01%
240
1057
$11K ﹤0.01%
765
1058
$11K ﹤0.01%
738
1059
$11K ﹤0.01%
1,000
1060
$11K ﹤0.01%
283
1061
$11K ﹤0.01%
2,500
1062
$11K ﹤0.01%
+290
1063
$11K ﹤0.01%
+364
1064
$11K ﹤0.01%
753
1065
$10K ﹤0.01%
+180
1066
$10K ﹤0.01%
+225
1067
$10K ﹤0.01%
85,000
1068
$10K ﹤0.01%
+320
1069
$10K ﹤0.01%
+610
1070
$10K ﹤0.01%
4,000
-1,000
1071
$10K ﹤0.01%
1,594
1072
$10K ﹤0.01%
200
1073
$10K ﹤0.01%
500
1074
$10K ﹤0.01%
1,700
1075
$10K ﹤0.01%
1,000
41 42
43
44 45