AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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 +$16.3M
2 +$8.68M
3 +$7.92M
4
CFG icon
Citizens Financial Group
CFG
+$7.5M
5
THS
Treehouse Foods
THS
+$7.48M

Top Sells

1 +$11M
2 +$7.85M
3 +$7.56M
4
VOYA icon
Voya Financial
VOYA
+$6.98M
5
MATW icon
Matthews International
MATW
+$5.93M

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
1126
$15K ﹤0.01%
+200
1127
$15K ﹤0.01%
+370
1128
$15K ﹤0.01%
+4,911
1129
$15K ﹤0.01%
2,461,173
-2,000,000
1130
$15K ﹤0.01%
+700
1131
$15K ﹤0.01%
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1132
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+109
1133
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+5,180
1134
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+100
1135
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1136
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1137
$14K ﹤0.01%
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1138
$14K ﹤0.01%
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1139
$14K ﹤0.01%
+200
1140
$14K ﹤0.01%
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1141
$14K ﹤0.01%
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1142
$14K ﹤0.01%
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1143
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1144
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1145
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1146
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1147
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1148
$13K ﹤0.01%
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1149
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$13K ﹤0.01%
+200