AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
+$158M
2
+$17.6M
3
+$14.1M
4
META icon
Meta Platforms (Facebook)
META
+$14M
5
GD icon
General Dynamics
GD
+$13.9M

Top Sells

1
+$188M
2
+$23.1M
3
+$16.6M
4
CFG icon
Citizens Financial Group
CFG
+$11.4M
5
HAS icon
Hasbro
HAS
+$10.9M

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
601
$202K 0.01%
1,172
+26
602
$202K 0.01%
1,178
603
$202K 0.01%
2,538
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607
$196K 0.01%
1,498
-30
608
$196K 0.01%
2,294
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610
$193K 0.01%
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611
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991
612
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613
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614
$191K 0.01%
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-24,020
615
$191K 0.01%
19,076
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616
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3,761
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$189K 0.01%
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$187K 0.01%
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$187K 0.01%
11,322
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620
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$186K 0.01%
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622
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822
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$185K 0.01%
4,640
624
$185K 0.01%
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625
$184K 0.01%
1,901
23 24
25
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