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
$3.51B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1 +$166M
2 +$110M
3 +$16.4M
4
BERY
Berry Global Group, Inc.
BERY
+$14.1M
5
GD icon
General Dynamics
GD
+$14M

Top Sells

1 +$188M
2 +$23.1M
3 +$16.6M
4
CFG icon
Citizens Financial Group
CFG
+$14.7M
5
HAS icon
Hasbro
HAS
+$11.5M

Sector Composition

1 Industrials 21.24%
2 Technology 11.4%
3 Consumer Discretionary 8.27%
4 Financials 7.97%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$31M 0.88%
208,382
+2,675
27
$28.7M 0.82%
386,227
+10,456
28
$28.4M 0.81%
101,448
+2,421
29
$26.5M 0.76%
135,092
+4,364
30
$26.2M 0.75%
123,460
+66,231
31
$24.8M 0.71%
283,980
+34,217
32
$24.2M 0.69%
157,182
-256
33
$24M 0.68%
195,399
+5,709
34
$23.8M 0.68%
833,643
-76,458
35
$19.7M 0.56%
1,124,084
+94,212
36
$19.1M 0.54%
1,183,083
-93,456
37
$18.9M 0.54%
82,988
+60,731
38
$18.8M 0.54%
28,128
-202
39
$18M 0.51%
174,902
40
$17.8M 0.51%
1,188,713
-208,905
41
$16.9M 0.48%
162,979
-1,495
42
$16.8M 0.48%
101,395
+945
43
$16.2M 0.46%
164,149
+3,529
44
$15.9M 0.45%
85,492
+1,495
45
$15.8M 0.45%
152,739
+5,120
46
$15.5M 0.44%
514,659
+15,136
47
$15.3M 0.44%
225,655
-8,545
48
$14.6M 0.42%
80,128
+2,741
49
$14.4M 0.41%
362,907
-2,330
50
$14.1M 0.4%
+1,680,000