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
976
$28.3K ﹤0.01%
2,821
+720
977
$28.3K ﹤0.01%
400
978
$28.3K ﹤0.01%
1,338
979
$28K ﹤0.01%
260
+40
980
$27.9K ﹤0.01%
420
981
$27.6K ﹤0.01%
2,000
982
$27.4K ﹤0.01%
1,000
-300
983
$27.2K ﹤0.01%
1,368
984
$27.1K ﹤0.01%
10,000
985
$27K ﹤0.01%
1,000
986
$26.9K ﹤0.01%
+599
987
$26.8K ﹤0.01%
991
-4,012
988
$26.7K ﹤0.01%
398
989
$26.5K ﹤0.01%
2,613
990
$26.4K ﹤0.01%
2,400
+1,000
991
$26.3K ﹤0.01%
500
992
$26.1K ﹤0.01%
73
993
$26K ﹤0.01%
254
994
$25.9K ﹤0.01%
409
-16
995
$25.7K ﹤0.01%
914
-13
996
$25.6K ﹤0.01%
661
+272
997
$25.5K ﹤0.01%
377
+30
998
$25.5K ﹤0.01%
448
999
$25.5K ﹤0.01%
351
1000
$25.4K ﹤0.01%
3,400
38 39
40
41 42