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
$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
1201
-200
1202
-1,800
1203
-56
1204
-351
1205
-700
1206
-3,600
1207
-67
1208
-1,150
1209
-600
1210
-3,100
1211
-2,879
1212
-240
1213
-960
1214
-4,700
1215
-715
1216
-1,602
1217
-4,185
1218
-274
1219
-375
1220
-500
1221
-50
1222
-48,455
1223
-940
1224
-1,050
1225
-700