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
1201
-4,036
1202
-887
1203
-31
1204
-400
1205
-300
1206
-700
1207
-1,000
1208
-221
1209
-283
1210
-1,290
1211
-250
1212
-604
1213
-192
1214
-3,116
1215
-1,800
1216
-276,896
1217
-1,485
1218
-500
1219
-1,500
1220
-738
1221
-300
1222
-580
1223
-1,594
1224
-100
1225
-17,000