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
$2.67B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,437
New
Increased
Reduced
Closed

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
1301
$0 ﹤0.01%
+250
1302
-23,011
1303
$0 ﹤0.01%
+142
1304
$0 ﹤0.01%
+1,000
1305
-14,379
1306
-17,000
1307
$0 ﹤0.01%
+500
1308
0
1309
$0 ﹤0.01%
+500