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
$4.38B
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 8.49%
4 Financials 8.31%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
0
1677
$0 ﹤0.01%
85
1678
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640
1679
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6,000
1680
-4,948
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$0 ﹤0.01%
50,000
1682
-100
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142
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1,000
1686
-114
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-10,000
1694
-40,410
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-9,900
1696
$0 ﹤0.01%
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$0 ﹤0.01%
2
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-5
1700
$0 ﹤0.01%
250