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
$4.38B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,999
New
Increased
Reduced
Closed

Top Buys

1 +$34.7M
2 +$18.8M
3 +$15M
4
CZR icon
Caesars Entertainment
CZR
+$8.11M
5
RYN icon
Rayonier
RYN
+$7.93M

Top Sells

1 +$47M
2 +$40.2M
3 +$9.55M
4
CVX icon
Chevron
CVX
+$8.98M
5
NKE icon
Nike
NKE
+$8.11M

Sector Composition

1 Industrials 17.35%
2 Technology 13.97%
3 Consumer Discretionary 8.49%
4 Financials 8.31%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$9.77K ﹤0.01%
441
1252
$9.77K ﹤0.01%
1,320
1253
$9.76K ﹤0.01%
70
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+70
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+368
1257
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208
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1259
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+500
1260
$9.56K ﹤0.01%
1,068
1261
$9.49K ﹤0.01%
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$9.36K ﹤0.01%
33
-18
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$9.35K ﹤0.01%
538
1265
$9.32K ﹤0.01%
100
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$9.22K ﹤0.01%
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1267
$9.19K ﹤0.01%
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$8.96K ﹤0.01%
221
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$8.93K ﹤0.01%
156
1271
$8.85K ﹤0.01%
400
1272
$8.83K ﹤0.01%
1,150
1273
$8.8K ﹤0.01%
1,500
1274
$8.79K ﹤0.01%
200
1275
$8.75K ﹤0.01%
73