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
$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
676
$133K ﹤0.01%
1,801
-117
677
$133K ﹤0.01%
1,137
+145
678
$133K ﹤0.01%
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-300
679
$131K ﹤0.01%
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-143
680
$131K ﹤0.01%
15,989
681
$131K ﹤0.01%
793
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$130K ﹤0.01%
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$130K ﹤0.01%
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684
$129K ﹤0.01%
653
685
$127K ﹤0.01%
500
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$127K ﹤0.01%
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$127K ﹤0.01%
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$126K ﹤0.01%
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$125K ﹤0.01%
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$123K ﹤0.01%
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693
$123K ﹤0.01%
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$122K ﹤0.01%
4,750
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695
$120K ﹤0.01%
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-950
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$120K ﹤0.01%
601
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$119K ﹤0.01%
1,665
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698
$119K ﹤0.01%
5,500
699
$118K ﹤0.01%
5,425
700
$117K ﹤0.01%
6,500