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
826
$56.9K ﹤0.01%
2,076
827
$56.8K ﹤0.01%
430
-5
828
$56.6K ﹤0.01%
1,121
829
$56.4K ﹤0.01%
1,850
+1,250
830
$56.2K ﹤0.01%
163
-64
831
$56K ﹤0.01%
1,600
832
$55.6K ﹤0.01%
423
-100
833
$54.9K ﹤0.01%
360
834
$54.4K ﹤0.01%
700
835
$54.4K ﹤0.01%
749
-1,596
836
$54.1K ﹤0.01%
1,200
837
$54K ﹤0.01%
3,798
838
$53.4K ﹤0.01%
450
839
$53.1K ﹤0.01%
9,334
-64
840
$53K ﹤0.01%
1,065
841
$52.9K ﹤0.01%
3,750
842
$52.9K ﹤0.01%
681
843
$52.7K ﹤0.01%
253
844
$52.4K ﹤0.01%
864
845
$52.3K ﹤0.01%
6,000
846
$52.2K ﹤0.01%
800
-509
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$51.9K ﹤0.01%
723
848
$51.5K ﹤0.01%
895
849
$51.2K ﹤0.01%
280
850
$50.9K ﹤0.01%
900
+375