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
1726
-2,607
1727
$0 ﹤0.01%
35,100
1728
$0 ﹤0.01%
9,450
1729
-7,300
1730
$0 ﹤0.01%
580
1731
-100
1732
-100
1733
-8
1734
-100
1735
-114
1736
-100
1737
-35,760
1738
-100
1739
-19,710
1740
-17,410
1741
-928
1742
-924
1743
-1,609
1744
-10,000
1745
0
1746
-50
1747
-24,675
1748
-100
1749
-250
1750
-123