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
1701
– –
-550
1702
– –
-500
1703
– –
-1,600
1704
– –
-1
1705
– –
0
1706
– –
-1,900
1707
– –
-333
1708
– –
-5,318
1709
– –
-40,813
1710
$0 ﹤0.01%
2,500
1711
$0 ﹤0.01%
6,540
1712
$0 ﹤0.01%
2,000
1713
$0 ﹤0.01%
20,213
1714
$0 ﹤0.01%
100
1715
– –
-14,004
1716
$0 ﹤0.01%
35,100
1717
$0 ﹤0.01%
142
1718
$0 ﹤0.01%
1,000
1719
$0 ﹤0.01%
580
1720
– –
-5,000
1721
– –
-31,970
1722
– –
-20,025
1723
– –
-156
1724
– –
-500
1725
– –
-125
67 68
69
70 71