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
1676
$0 ﹤0.01%
20,213
1677
$0 ﹤0.01%
100
1678
– –
0
1679
– –
-200
1680
$0 ﹤0.01%
12,098
1681
– –
-2,500
1682
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0
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$0 ﹤0.01%
85
1684
$0 ﹤0.01%
640
1685
$0 ﹤0.01%
6,000
1686
– –
-4,948
1687
$0 ﹤0.01%
50,000
1688
– –
-100
1689
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0
1690
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142
1691
$0 ﹤0.01%
1,000
1692
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-511
1694
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1695
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-85
1697
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-10,000
1700
– –
-40,410
66 67
68
69 70