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

Top Buys

1
+$16.5M
2
+$8.91M
3
+$8.49M
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$7.75M
5
CFG icon
Citizens Financial Group
CFG
+$7.17M

Top Sells

1
+$11M
2
+$7.85M
3
+$7.56M
4
VOYA icon
Voya Financial
VOYA
+$7.02M
5
MATW icon
Matthews International
MATW
+$5.52M

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
976
$34K ﹤0.01%
+1,500
977
$34K ﹤0.01%
+48
978
$33K ﹤0.01%
+948
979
$33K ﹤0.01%
+1,000
980
$33K ﹤0.01%
+1,000
981
$33K ﹤0.01%
+1,099
982
$33K ﹤0.01%
+351
983
$33K ﹤0.01%
+836
984
$32K ﹤0.01%
+1,900
985
$32K ﹤0.01%
+600
986
$32K ﹤0.01%
+300
987
$32K ﹤0.01%
+233
988
$31K ﹤0.01%
+932
989
$31K ﹤0.01%
+600
990
$31K ﹤0.01%
+750
991
$31K ﹤0.01%
+692
992
$31K ﹤0.01%
+2,500
993
$31K ﹤0.01%
+1,086
994
$30K ﹤0.01%
+1,000
995
$30K ﹤0.01%
+2,500
996
$30K ﹤0.01%
+479
997
$30K ﹤0.01%
+425
998
$30K ﹤0.01%
+2,000
999
$30K ﹤0.01%
+835
1000
$30K ﹤0.01%
+1,138
38 39
40
41 42