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
876
$44.9K ﹤0.01%
654
877
$44.8K ﹤0.01%
1,021
+750
878
$44.6K ﹤0.01%
325
-935
879
$44.5K ﹤0.01%
+1,450
880
$43.9K ﹤0.01%
460
881
$43.8K ﹤0.01%
1,579
882
$43.8K ﹤0.01%
2,000
+500
883
$43.5K ﹤0.01%
110
+97
884
$43.3K ﹤0.01%
900
885
$43K ﹤0.01%
430
886
$42.9K ﹤0.01%
8,400
887
$42.9K ﹤0.01%
167
888
$42.7K ﹤0.01%
1,535
889
$42.6K ﹤0.01%
731
+128
890
$42.6K ﹤0.01%
175
891
$42.3K ﹤0.01%
1,327
892
$42.3K ﹤0.01%
1,400
893
$42.2K ﹤0.01%
4,298
894
$41.7K ﹤0.01%
711
895
$41.5K ﹤0.01%
5,000
896
$41.4K ﹤0.01%
752
+252
897
$41.3K ﹤0.01%
600
-5
898
$41.2K ﹤0.01%
170
899
$40.9K ﹤0.01%
1,464
900
$40.7K ﹤0.01%
2,087
-1,000
34 35
36
37 38