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
$2.6B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,378
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$8.68M
3 +$7.92M
4
CFG icon
Citizens Financial Group
CFG
+$7.5M
5
THS
Treehouse Foods
THS
+$7.48M

Top Sells

1 +$11M
2 +$7.85M
3 +$7.56M
4
VOYA icon
Voya Financial
VOYA
+$6.98M
5
MATW icon
Matthews International
MATW
+$5.93M

Sector Composition

1 Industrials 11.23%
2 Financials 10.8%
3 Technology 10.76%
4 Consumer Discretionary 10.33%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$79K ﹤0.01%
+3,900
802
$78K ﹤0.01%
+5,575
803
$78K ﹤0.01%
+154
804
$76K ﹤0.01%
+2,575
805
$76K ﹤0.01%
+4,290
806
$75K ﹤0.01%
+856
807
$75K ﹤0.01%
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$75K ﹤0.01%
+2,000
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$75K ﹤0.01%
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810
$74K ﹤0.01%
+3,348
811
$74K ﹤0.01%
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813
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815
$73K ﹤0.01%
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$73K ﹤0.01%
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819
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$71K ﹤0.01%
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825
$71K ﹤0.01%
+1,000