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
1826
– –
-10
1827
– –
-1,700
1828
– –
-2,000
1829
– –
-2,280
1830
– –
-638
1831
– –
-41
1832
– –
0
1833
– –
0
1834
– –
-10
1835
– –
-10,000
1836
– –
-5,282
1837
– –
-59
1838
– –
-28
1839
– –
-102,777
1840
– –
-715
1841
– –
-100
1842
– –
-134,552
1843
– –
-82,152
1844
– –
-45,370
1845
– –
-187,477
1846
– –
-3,514
1847
$0 ﹤0.01%
12,558
1848
– –
-18,700
1849
– –
-10,449
1850
– –
-4,500
71 72 73
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