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
$4.47B
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,987
New
Increased
Reduced
Closed

Top Buys

1
+$74.4M
2
+$33.8M
3
+$29.5M
4
X
US Steel
X
+$17.8M
5
UGI icon
UGI
UGI
+$11M

Top Sells

1
+$32.2M
2
+$27.5M
3
+$26.7M
4
CZR icon
Caesars Entertainment
CZR
+$21M
5
MDU icon
MDU Resources
MDU
+$12.3M

Sector Composition

1 Industrials 16.52%
2 Technology 14.99%
3 Consumer Discretionary 9.46%
4 Financials 8.82%
5 Healthcare 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-566,052
1827
$0 ﹤0.01%
70,000
1828
$0 ﹤0.01%
11,000
1829
– –
-30,000
1830
– –
-23,200
1831
$0 ﹤0.01%
32,365
1832
$0 ﹤0.01%
3,000
1833
$0 ﹤0.01%
17,542
1834
– –
0
1835
$0 ﹤0.01%
15,470
1836
$0 ﹤0.01%
4,360
1837
$0 ﹤0.01%
5,298
1838
$0 ﹤0.01%
20,213
1839
$0 ﹤0.01%
100
1840
– –
-14,004
1841
$0 ﹤0.01%
12,698
1842
$0 ﹤0.01%
147
1843
$0 ﹤0.01%
28
1844
– –
-11,585
1845
$0 ﹤0.01%
400
1846
$0 ﹤0.01%
12,098
1847
– –
-43,850
70 71 72 73
74