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
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
– –
-450
1737
– –
-40
1738
– –
-37
1739
– –
-300
1740
– –
-300
1741
– –
-2,000
1742
$0 ﹤0.01%
28
1743
$0 ﹤0.01%
11,585
1744
$0 ﹤0.01%
400
1745
– –
-1,500
1746
– –
-10
1747
– –
-25
1748
– –
-17,410
1749
– –
-11
1750
– –
-88,974
68 69
70
71 72