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
1051
$20K ﹤0.01%
2,275
1052
$19.8K ﹤0.01%
300
1053
$19.8K ﹤0.01%
+2,000
1054
$19.7K ﹤0.01%
517
+167
1055
$19.6K ﹤0.01%
352
1056
$19.5K ﹤0.01%
408
+108
1057
$19.5K ﹤0.01%
404
1058
$19.4K ﹤0.01%
1,000
1059
$19.3K ﹤0.01%
+1,212
1060
$19.2K ﹤0.01%
200
1061
$19K ﹤0.01%
398
+47
1062
$19K ﹤0.01%
496
1063
$19K ﹤0.01%
+798
1064
$18.9K ﹤0.01%
120
+31
1065
$18.9K ﹤0.01%
1,000
1066
$18.7K ﹤0.01%
362
+3
1067
$18.5K ﹤0.01%
293
-5,445
1068
$18.5K ﹤0.01%
126
-165
1069
$18.5K ﹤0.01%
251
1070
$18.3K ﹤0.01%
2,396
+45
1071
$18.3K ﹤0.01%
300
+200
1072
$18.3K ﹤0.01%
500
1073
$18.2K ﹤0.01%
62
-2
1074
$18K ﹤0.01%
400
1075
$17.9K ﹤0.01%
+1,239
41 42
43
44 45