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
1151
$6K ﹤0.01%
+24
1152
$6K ﹤0.01%
+958
1153
$6K ﹤0.01%
+1,171
1154
$6K ﹤0.01%
+300
1155
$6K ﹤0.01%
+172
1156
$6K ﹤0.01%
+286
1157
$6K ﹤0.01%
+130
1158
$6K ﹤0.01%
+750
1159
$6K ﹤0.01%
+90
1160
$6K ﹤0.01%
+8
1161
$6K ﹤0.01%
+223
1162
$6K ﹤0.01%
+50
1163
$5K ﹤0.01%
+634
1164
$5K ﹤0.01%
+400
1165
$5K ﹤0.01%
+100
1166
$5K ﹤0.01%
+25
1167
$5K ﹤0.01%
+188
1168
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+150
1169
$5K ﹤0.01%
+120
1170
$5K ﹤0.01%
13
-248
1171
$5K ﹤0.01%
+1,000
1172
$5K ﹤0.01%
+109
1173
$5K ﹤0.01%
+123
1174
$5K ﹤0.01%
+92
1175
$5K ﹤0.01%
+50
45 46
47
48 49