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
1126
$15K ﹤0.01%
+151
1127
$15K ﹤0.01%
+1,870
1128
$15K ﹤0.01%
+197
1129
$15K ﹤0.01%
+200
1130
$15K ﹤0.01%
+370
1131
$15K ﹤0.01%
+4,911
1132
$15K ﹤0.01%
2,461,173
-2,000,000
1133
$15K ﹤0.01%
+700
1134
$15K ﹤0.01%
+706
1135
$15K ﹤0.01%
+109
1136
$15K ﹤0.01%
+5,180
1137
$14K ﹤0.01%
+600
1138
$14K ﹤0.01%
+870
1139
$14K ﹤0.01%
+200
1140
$14K ﹤0.01%
+920
1141
$14K ﹤0.01%
+234
1142
$14K ﹤0.01%
+375
1143
$14K ﹤0.01%
+216
1144
$14K ﹤0.01%
+471
1145
$14K ﹤0.01%
+176
1146
$13K ﹤0.01%
+125
1147
$13K ﹤0.01%
+250
1148
$13K ﹤0.01%
+237
1149
$13K ﹤0.01%
+146
1150
$13K ﹤0.01%
+500
44 45
46
47 48