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
$2.13B
AUM Growth
-$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$10.1M
3
+$8.91M
4
DTE icon
DTE Energy
DTE
+$8.1M
5
PAYC icon
Paycom
PAYC
+$8.03M

Top Sells

1
+$33.5M
2
+$13.1M
3
+$8.13M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$7.95M
5
CZR icon
Caesars Entertainment
CZR
+$7.5M

Sector Composition

1 Technology 13.57%
2 Financials 10.37%
3 Healthcare 9.65%
4 Industrials 8.7%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$2K ﹤0.01%
27
1227
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277
1228
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45
1229
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58
1230
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1231
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1232
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+158
1233
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1234
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223
1235
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190
-19,000
1236
$1K ﹤0.01%
479
-28,000
1237
$1K ﹤0.01%
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1238
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8
1239
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36
1240
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25
1241
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27
1242
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135
1243
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1244
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+32
1245
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100
1246
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8
1247
$1K ﹤0.01%
80
-600
1248
$1K ﹤0.01%
13
1249
$1K ﹤0.01%
10
1250
$1K ﹤0.01%
6
48 49
50
51 52