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
1701
– –
-160,364
1702
– –
-76,904
1703
– –
-353
1704
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-200
1705
– –
-11
1706
– –
-88,974
1707
– –
-52
1708
– –
-112
1709
– –
-25
1710
– –
-102
1711
– –
-111
1712
– –
-152,817
1713
– –
-1,820
1714
– –
-15
1715
– –
-62
1716
– –
-324
1717
– –
-203
1718
– –
-563
1719
– –
-255
1720
– –
-200
1721
– –
-100
1722
– –
-270
1723
– –
-21
1724
– –
-512
1725
– –
-7,900
67 68
69
70 71