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
1126
$13.5K ﹤0.01%
203
1127
$13.5K ﹤0.01%
1,280
-500
1128
$13.1K ﹤0.01%
260
1129
$13K ﹤0.01%
4,000
1130
$12.9K ﹤0.01%
166
1131
$12.8K ﹤0.01%
270
1132
$12.8K ﹤0.01%
600
1133
$12.7K ﹤0.01%
168
1134
$12.7K ﹤0.01%
203
1135
$12.6K ﹤0.01%
+220
1136
$12.6K ﹤0.01%
205
-164
1137
$12.5K ﹤0.01%
375
-75
1138
$12.1K ﹤0.01%
+232
1139
$12.1K ﹤0.01%
300
1140
$12.1K ﹤0.01%
500
1141
$12.1K ﹤0.01%
34
1142
$12K ﹤0.01%
+624
1143
$12K ﹤0.01%
1,200
1144
$12K ﹤0.01%
347
1145
$11.9K ﹤0.01%
158
1146
$11.6K ﹤0.01%
200
-137
1147
$11.6K ﹤0.01%
827
+200
1148
$11.6K ﹤0.01%
100
-6
1149
$11.6K ﹤0.01%
168
-116
1150
$11.5K ﹤0.01%
630
44 45
46
47 48