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
1801
– –
-34
1802
– –
-5
1803
– –
-39
1804
– –
-130
1805
– –
-504
1806
– –
-28
1807
– –
-66,720
1808
– –
-99
1809
– –
-300
1810
– –
-51
1811
– –
-75
1812
– –
-20
1813
– –
-25,210
1814
– –
0
1815
– –
-100
1816
– –
-68
1817
– –
-3
1818
– –
-250
1819
– –
-123
1820
– –
-308,487
1821
– –
-100
1822
– –
-5,171
1823
– –
-477
1824
– –
-25
1825
– –
-31,559
71 72
73
74 75