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
1001
$25.4K ﹤0.01%
2,405
1002
$25.1K ﹤0.01%
296
1003
$25.1K ﹤0.01%
2,000
1004
$24.7K ﹤0.01%
500
1005
$24.7K ﹤0.01%
1,000
1006
$24.5K ﹤0.01%
+91
1007
$24.4K ﹤0.01%
200
1008
$24.4K ﹤0.01%
100
1009
$24.2K ﹤0.01%
500
1010
$24.1K ﹤0.01%
1,000
1011
$24K ﹤0.01%
400
-11
1012
$23.9K ﹤0.01%
594
-31
1013
$23.7K ﹤0.01%
454
1014
$23.6K ﹤0.01%
2,082
1015
$23.3K ﹤0.01%
400
1016
$23.1K ﹤0.01%
1,000
1017
$23K ﹤0.01%
941
1018
$23K ﹤0.01%
500
1019
$23K ﹤0.01%
69
+20
1020
$22.9K ﹤0.01%
123
1021
$22.9K ﹤0.01%
1,157
-400
1022
$22.8K ﹤0.01%
316
+278
1023
$22.3K ﹤0.01%
203
+66
1024
$22.2K ﹤0.01%
700
1025
$22.2K ﹤0.01%
+264