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
901
$40.2K ﹤0.01%
1,188
902
$39.1K ﹤0.01%
+707
903
$39.1K ﹤0.01%
400
-6
904
$38.8K ﹤0.01%
1,590
+345
905
$38.7K ﹤0.01%
600
906
$38.7K ﹤0.01%
991
+108
907
$38.6K ﹤0.01%
1,000
-500
908
$38.1K ﹤0.01%
3,000
-3,569
909
$37.9K ﹤0.01%
+500
910
$37.6K ﹤0.01%
3,000
911
$37.2K ﹤0.01%
3,697
+1,000
912
$36.9K ﹤0.01%
2,046
+3
913
$36.6K ﹤0.01%
550
-8
914
$36.3K ﹤0.01%
3,300
-8,770
915
$35.9K ﹤0.01%
4,000
916
$35.8K ﹤0.01%
554
+21
917
$35.6K ﹤0.01%
300
918
$35.2K ﹤0.01%
600
919
$35.1K ﹤0.01%
206
920
$35.1K ﹤0.01%
601
921
$35K ﹤0.01%
496
922
$34.9K ﹤0.01%
639
923
$34.6K ﹤0.01%
1,099
-1,056
924
$34.4K ﹤0.01%
900
925
$34.3K ﹤0.01%
656
+575
35 36
37
38 39