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
$2.13B
AUM Growth
-$544M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,593
New
Increased
Reduced
Closed

Top Buys

1 +$50.1M
2 +$10.1M
3 +$8.91M
4
DTE icon
DTE Energy
DTE
+$8.1M
5
PAYC icon
Paycom
PAYC
+$8.03M

Top Sells

1 +$33.5M
2 +$13.1M
3 +$8.13M
4
VAC icon
Marriott Vacations Worldwide
VAC
+$7.95M
5
CZR icon
Caesars Entertainment
CZR
+$7.5M

Sector Composition

1 Technology 13.57%
2 Financials 10.37%
3 Healthcare 9.65%
4 Industrials 8.7%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
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1330
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1331
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1345
$0 ﹤0.01%
+10
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$0 ﹤0.01%
84
1348
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0
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