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
$4.38B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,999
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$18.8M
3
+$15M
4
CZR icon
Caesars Entertainment
CZR
+$8.11M
5
RYN icon
Rayonier
RYN
+$7.93M

Top Sells

1
+$47M
2
+$40.2M
3
+$9.55M
4
CVX icon
Chevron
CVX
+$8.98M
5
NKE icon
Nike
NKE
+$8.11M

Sector Composition

1 Industrials 17.35%
2 Technology 13.97%
3 Consumer Discretionary 8.44%
4 Financials 8.31%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$2 ﹤0.01%
15,470
1652
$2 ﹤0.01%
147
-73
1653
$1 ﹤0.01%
12,698
1654
$1 ﹤0.01%
1
1655
– –
-10,449
1656
– –
-4,500
1657
– –
-8,791
1658
– –
-2,082
1659
– –
-35
1660
$0 ﹤0.01%
59,000
1661
– –
-1,250
1662
– –
-8,800
1663
– –
-2,500
1664
$0 ﹤0.01%
70,000
1665
$0 ﹤0.01%
23,200
1666
$0 ﹤0.01%
32,365
1667
$0 ﹤0.01%
3,000
1668
$0 ﹤0.01%
4,300
1669
$0 ﹤0.01%
17,542
1670
– –
0
1671
$0 ﹤0.01%
4,360
1672
$0 ﹤0.01%
5,298
1673
$0 ﹤0.01%
6,540
1674
$0 ﹤0.01%
2,000
1675
– –
-87
65 66
67
68 69