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
1676
$27 ﹤0.01%
2,500
1677
$25 ﹤0.01%
+56
1678
$25 ﹤0.01%
+10
1679
$25 ﹤0.01%
15
-3,000
1680
– –
0
1681
$22 ﹤0.01%
+1
1682
$21 ﹤0.01%
2,500
1683
$13 ﹤0.01%
3,200
1684
$11 ﹤0.01%
8,620
1685
$8 ﹤0.01%
2,500
1686
$7 ﹤0.01%
2,700
1687
$6 ﹤0.01%
59,000
1688
$6 ﹤0.01%
8,150
1689
$6 ﹤0.01%
8,600
1690
$2 ﹤0.01%
1
-131
1691
$2 ﹤0.01%
2,600
1692
– –
-235,804
1693
– –
-200
1694
– –
-2
1695
– –
-22,430
1696
– –
-200
1697
– –
-4,072
1698
– –
-18,436
1699
– –
-50
1700
– –
-12
66 67
68
69 70