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
1026
$25K ﹤0.01%
+294
1027
$25K ﹤0.01%
+168
1028
$25K ﹤0.01%
+859
1029
$25K ﹤0.01%
+1,388
1030
$25K ﹤0.01%
+1,192
1031
$24K ﹤0.01%
+479
1032
$24K ﹤0.01%
+588
1033
$24K ﹤0.01%
+2,200
1034
$24K ﹤0.01%
+200
1035
$24K ﹤0.01%
+1,173
1036
$23K ﹤0.01%
+1,012
1037
$23K ﹤0.01%
+1,594
1038
$23K ﹤0.01%
+358
1039
$23K ﹤0.01%
+540
1040
$23K ﹤0.01%
+794
1041
$23K ﹤0.01%
+799
1042
$23K ﹤0.01%
+361
1043
$23K ﹤0.01%
+1,134
1044
$23K ﹤0.01%
+259
1045
$23K ﹤0.01%
+600
1046
$22K ﹤0.01%
+359
1047
$22K ﹤0.01%
+95
1048
$22K ﹤0.01%
+660
1049
$22K ﹤0.01%
+360
1050
$22K ﹤0.01%
+1,650
40 41
42
43 44