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
1826
-3
1827
-250
1828
-123
1829
-308,487
1830
-270
1831
-100
1832
-5,171
1833
-477
1834
-21
1835
-25
1836
-31,559
1837
-10
1838
-1,700
1839
-2,000
1840
-2,280
1841
-638
1842
-41
1843
0
1844
0
1845
-10
1846
-10,000
1847
-5,282
1848
-59
1849
-28
1850
-102,777