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
1101
$8K ﹤0.01%
143
1102
$8K ﹤0.01%
389
+200
1103
$8K ﹤0.01%
528
1104
$8K ﹤0.01%
1,122
+690
1105
$8K ﹤0.01%
375
1106
$8K ﹤0.01%
75
1107
$8K ﹤0.01%
+560
1108
$8K ﹤0.01%
1,078
1109
$8K ﹤0.01%
200
1110
$8K ﹤0.01%
200
1111
$8K ﹤0.01%
50
1112
$8K ﹤0.01%
+161
1113
$8K ﹤0.01%
+400
1114
$8K ﹤0.01%
68
1115
$7K ﹤0.01%
257
1116
$7K ﹤0.01%
1,200
+450
1117
$7K ﹤0.01%
500
1118
$7K ﹤0.01%
+100
1119
$7K ﹤0.01%
10
-10
1120
$7K ﹤0.01%
800
1121
$7K ﹤0.01%
1,177
1122
$7K ﹤0.01%
8
1123
$7K ﹤0.01%
+400
1124
$7K ﹤0.01%
500
1125
$7K ﹤0.01%
50
-50
43 44
45
46 47