AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 +$16.3M
2 +$8.68M
3 +$7.92M
4
CFG icon
Citizens Financial Group
CFG
+$7.5M
5
THS
Treehouse Foods
THS
+$7.48M

Top Sells

1 +$11M
2 +$7.85M
3 +$7.56M
4
VOYA icon
Voya Financial
VOYA
+$6.98M
5
MATW icon
Matthews International
MATW
+$5.93M

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
1001
$30K ﹤0.01%
+196
1002
$29K ﹤0.01%
+1,290
1003
$29K ﹤0.01%
+313
1004
$29K ﹤0.01%
+1,720
1005
$29K ﹤0.01%
900
-19,170
1006
$29K ﹤0.01%
+352
1007
$29K ﹤0.01%
+1,075
1008
$29K ﹤0.01%
+1,112
1009
$28K ﹤0.01%
+102
1010
$28K ﹤0.01%
+397
1011
$28K ﹤0.01%
+605
1012
$28K ﹤0.01%
+443
1013
$28K ﹤0.01%
+2,380
1014
$27K ﹤0.01%
+167
1015
$27K ﹤0.01%
+1,650
1016
$27K ﹤0.01%
+1,616
1017
$27K ﹤0.01%
+1,508
1018
$27K ﹤0.01%
+187
1019
$27K ﹤0.01%
+1,600
1020
$27K ﹤0.01%
+375
1021
$27K ﹤0.01%
+498
1022
$26K ﹤0.01%
+186
1023
$26K ﹤0.01%
+2,000
1024
$26K ﹤0.01%
+361
1025
$26K ﹤0.01%
+235