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
$4.47B
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,987
New
Increased
Reduced
Closed

Top Buys

1 +$74.4M
2 +$33.8M
3 +$29.5M
4
X
US Steel
X
+$17.8M
5
UGI icon
UGI
UGI
+$11M

Top Sells

1 +$32.2M
2 +$27.5M
3 +$26.7M
4
CZR icon
Caesars Entertainment
CZR
+$21M
5
MDU icon
MDU Resources
MDU
+$12.3M

Sector Composition

1 Industrials 16.52%
2 Technology 14.99%
3 Consumer Discretionary 9.46%
4 Financials 8.82%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$10.8K ﹤0.01%
125
1252
$10.7K ﹤0.01%
335
1253
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101
+51
1257
$10.5K ﹤0.01%
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1258
$10.3K ﹤0.01%
577
-43
1259
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1260
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300
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+150
1264
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$9.7K ﹤0.01%
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$9.65K ﹤0.01%
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441
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$9.23K ﹤0.01%
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1272
$9.21K ﹤0.01%
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+2
1273
$9.19K ﹤0.01%
538
1274
$9.13K ﹤0.01%
1,050
1275
$9.11K ﹤0.01%
500