AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 +$28M
2 +$13.7M
3 +$8.51M
4
WH icon
Wyndham Hotels & Resorts
WH
+$8.04M
5
BIG
Big Lots, Inc.
BIG
+$7.18M

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
1251
$0 ﹤0.01%
+3
1252
-16,000
1253
0
1254
-10,000
1255
-3,000
1256
-41,600
1257
-12,883
1258
0
1259
-19,264
1260
-20,000
1261
-51,790
1262
$0 ﹤0.01%
+28
1263
0
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$0 ﹤0.01%
+26
1265
-67,000
1266
-6,726
1267
0
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0
1269
$0 ﹤0.01%
+7
1270
$0 ﹤0.01%
+13
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0
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0
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$0 ﹤0.01%
+2
1274
-4,114
1275
-14,379