AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
+$27M
2
+$13M
3
+$8.35M
4
WH icon
Wyndham Hotels & Resorts
WH
+$7.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.73M

Top Sells

1
+$17.7M
2
+$17M
3
+$8.7M
4
FOE
Ferro Corporation
FOE
+$7.28M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$6.16M

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
1276
– –
-20,178
1277
– –
0
1278
– –
0
1279
$0 ﹤0.01%
+13
1280
– –
0
1281
– –
0
1282
– –
0
1283
$0 ﹤0.01%
+3
1284
$0 ﹤0.01%
+2
1285
– –
-4,114
1286
– –
-14,379
1287
– –
-17,000
1288
$0 ﹤0.01%
+18
1289
$0 ﹤0.01%
+9
1290
$0 ﹤0.01%
+9
1291
$0 ﹤0.01%
+500
1292
– –
0
1293
$0 ﹤0.01%
+500
1294
– –
0
1295
– –
-285,844
1296
$0 ﹤0.01%
+700
1297
$0 ﹤0.01%
+1
1298
$0 ﹤0.01%
+35,100
1299
$0 ﹤0.01%
+5,450
1300
$0 ﹤0.01%
+25,000
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