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
1451
$2.45K ﹤0.01%
32
1452
$2.45K ﹤0.01%
+750
1453
$2.43K ﹤0.01%
10
1454
$2.42K ﹤0.01%
100
1455
$2.41K ﹤0.01%
185
1456
$2.38K ﹤0.01%
28,000
1457
$2.37K ﹤0.01%
286
1458
$2.35K ﹤0.01%
74
-272
1459
$2.35K ﹤0.01%
10,449
1460
$2.34K ﹤0.01%
125
1461
$2.31K ﹤0.01%
30
-80
1462
$2.23K ﹤0.01%
+47
1463
$2.15K ﹤0.01%
63
1464
$2.14K ﹤0.01%
+29
1465
$2.14K ﹤0.01%
4
1466
$2.08K ﹤0.01%
1,100
-5,000
1467
$2.08K ﹤0.01%
167
1468
$2.06K ﹤0.01%
30
-2
1469
$2.05K ﹤0.01%
+10,000
1470
$2.05K ﹤0.01%
+50
1471
$2.04K ﹤0.01%
+13
1472
$2.01K ﹤0.01%
56
1473
$2K ﹤0.01%
60
-60
1474
$1.99K ﹤0.01%
1
1475
$1.99K ﹤0.01%
128