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
1226
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1227
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1228
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1229
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1230
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1232
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1236
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1239
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1240
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1241
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1242
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1243
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1244
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1245
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1246
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1247
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1248
-8,700
1249
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1250
-2,841