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
1151
-800
1152
-5,298
1153
-2,340
1154
-933
1155
-1,160
1156
-300
1157
-1,119
1158
-80
1159
-250
1160
-528
1161
-613
1162
-1,350
1163
-300
1164
-148
1165
-2,264
1166
-700
1167
-303
1168
-272
1169
-12,557
1170
-1,048
1171
-314
1172
-9,670
1173
-2,000
1174
-400
1175
-400