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
1101
$15.3K ﹤0.01%
185
1102
$15.3K ﹤0.01%
163
-228
1103
$15.2K ﹤0.01%
122
-3
1104
$15.2K ﹤0.01%
450
1105
$15.1K ﹤0.01%
1,861
-1,101
1106
$15.1K ﹤0.01%
2,500
1107
$15.1K ﹤0.01%
200
1108
$15K ﹤0.01%
+176
1109
$14.8K ﹤0.01%
366
+200
1110
$14.8K ﹤0.01%
260
1111
$14.7K ﹤0.01%
183
1112
$14.7K ﹤0.01%
625
+25
1113
$14.6K ﹤0.01%
+1,657
1114
$14.5K ﹤0.01%
400
-200
1115
$14.4K ﹤0.01%
140
-100
1116
$14.2K ﹤0.01%
100
1117
$14.1K ﹤0.01%
290
1118
$14.1K ﹤0.01%
1,419
1119
$14.1K ﹤0.01%
728
+6
1120
$14K ﹤0.01%
158
+100
1121
$13.9K ﹤0.01%
541
+1
1122
$13.9K ﹤0.01%
1,565
+1,291
1123
$13.8K ﹤0.01%
800
1124
$13.7K ﹤0.01%
71
1125
$13.6K ﹤0.01%
212