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
$4.2B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,639
New
Increased
Reduced
Closed

Top Sells

1 +$39.8M
2 +$18.8M
3 +$17.4M
4
VISN
Vistance Networks Inc
VISN
+$9.14M
5
VT icon
Vanguard Total World Stock ETF
VT
+$8.23M

Sector Composition

1 Industrials 13.07%
2 Financials 12.7%
3 Technology 12.49%
4 Consumer Discretionary 11.44%
5 Healthcare 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
-29,310
2252
-39
2253
-10,100
2254
-24,000
2255
-20,100
2256
-19,299
2257
-16,500
2258
-77,109
2259
-16,858
2260
-1,400
2261
-1,250
2262
-24,100
2263
-15,000
2264
-7,933
2265
-1,820
2266
-6,000
2267
-8,456
2268
-1,000
2269
-87,531
2270
-400
2271
-73,378
2272
-25,898
2273
-2,795
2274
-1,000
2275
-15,000