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
626
$183K 0.01%
1,812
+389
627
$183K 0.01%
15,000
628
$183K 0.01%
715
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629
$183K 0.01%
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630
$182K 0.01%
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631
$180K 0.01%
3,125
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632
$178K 0.01%
3,565
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633
$178K 0.01%
1,932
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634
$177K 0.01%
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635
$177K 0.01%
3,340
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$176K 0.01%
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637
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638
$174K ﹤0.01%
4,320
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639
$173K ﹤0.01%
1,987
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640
$173K ﹤0.01%
3,825
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$173K ﹤0.01%
1,475
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$172K ﹤0.01%
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643
$170K ﹤0.01%
13,450
644
$167K ﹤0.01%
873
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645
$166K ﹤0.01%
17,675
646
$164K ﹤0.01%
2,800
647
$163K ﹤0.01%
2,000
648
$163K ﹤0.01%
1,254
649
$162K ﹤0.01%
2,797
650
$162K ﹤0.01%
197
+40
24 25
26
27 28