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
1201
$3K ﹤0.01%
+100
1202
$3K ﹤0.01%
+1,224
1203
$3K ﹤0.01%
+30
1204
$3K ﹤0.01%
+202
1205
$3K ﹤0.01%
+200
1206
$3K ﹤0.01%
+333
1207
$3K ﹤0.01%
+209
1208
$3K ﹤0.01%
+193
1209
$3K ﹤0.01%
+100
1210
$3K ﹤0.01%
+135
1211
$3K ﹤0.01%
+100
1212
$3K ﹤0.01%
+100
1213
$2K ﹤0.01%
+175
1214
$2K ﹤0.01%
+16
1215
$2K ﹤0.01%
+27
1216
$2K ﹤0.01%
+100
1217
$2K ﹤0.01%
+10
1218
$2K ﹤0.01%
+525
1219
$2K ﹤0.01%
+45
1220
$2K ﹤0.01%
+46
1221
$2K ﹤0.01%
+118
1222
$2K ﹤0.01%
+100
1223
$1K ﹤0.01%
+41
1224
$1K ﹤0.01%
+17
1225
$1K ﹤0.01%
+36
47 48
49
50 51