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
1026
$22.1K ﹤0.01%
+422
1027
$22.1K ﹤0.01%
818
-20
1028
$22K ﹤0.01%
325
-9
1029
$22K ﹤0.01%
529
+229
1030
$21.6K ﹤0.01%
560
1031
$21.4K ﹤0.01%
478
1032
$21.4K ﹤0.01%
1,150
-273
1033
$21.4K ﹤0.01%
471
1034
$21.3K ﹤0.01%
444
1035
$21.2K ﹤0.01%
+349
1036
$21.2K ﹤0.01%
3,000
1037
$21.2K ﹤0.01%
62
1038
$21.2K ﹤0.01%
1,400
1039
$21.1K ﹤0.01%
3,336
1040
$21.1K ﹤0.01%
516
1041
$20.9K ﹤0.01%
4,000
1042
$20.9K ﹤0.01%
390
1043
$20.7K ﹤0.01%
929
1044
$20.6K ﹤0.01%
1,103
+180
1045
$20.5K ﹤0.01%
4,312
1046
$20.5K ﹤0.01%
600
1047
$20.4K ﹤0.01%
624
1048
$20.3K ﹤0.01%
190
1049
$20.3K ﹤0.01%
182
-4
1050
$20.2K ﹤0.01%
394