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
776
$75.7K ﹤0.01%
1,338
777
$75.3K ﹤0.01%
950
778
$73.8K ﹤0.01%
1,850
779
$73.1K ﹤0.01%
1,219
+300
780
$73K ﹤0.01%
5,000
781
$70.9K ﹤0.01%
+500
782
$70.4K ﹤0.01%
736
+1
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$69K ﹤0.01%
660
-34,150
784
$68.8K ﹤0.01%
288
-302
785
$68.2K ﹤0.01%
568,552
-49,038
786
$67.9K ﹤0.01%
18
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$67.5K ﹤0.01%
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$67.3K ﹤0.01%
425
789
$67.1K ﹤0.01%
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$67K ﹤0.01%
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3,418
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1,939
-15
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$65.8K ﹤0.01%
395
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$65.2K ﹤0.01%
340
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$65K ﹤0.01%
820
799
$64.7K ﹤0.01%
960
800
$64.4K ﹤0.01%
588
-49