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
1176
$10.2K ﹤0.01%
66
1177
$10K ﹤0.01%
306
+2
1178
$10K ﹤0.01%
750
1179
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108
1180
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420
-33
1181
$9.92K ﹤0.01%
410
1182
$9.73K ﹤0.01%
300
1183
$9.72K ﹤0.01%
37,107
-20,000
1184
$9.36K ﹤0.01%
+950
1185
$9.34K ﹤0.01%
+215
1186
$9.24K ﹤0.01%
200
1187
$9.18K ﹤0.01%
200
1188
$9.13K ﹤0.01%
220
1189
$9.12K ﹤0.01%
514
1190
$9.12K ﹤0.01%
91
+51
1191
$9.08K ﹤0.01%
+125
1192
$9.06K ﹤0.01%
310
1193
$9.03K ﹤0.01%
345
-555
1194
$8.97K ﹤0.01%
75
-5
1195
$8.96K ﹤0.01%
214
-18
1196
$8.95K ﹤0.01%
101
1197
$8.79K ﹤0.01%
43
1198
$8.65K ﹤0.01%
361
1199
$8.55K ﹤0.01%
611
+323
1200
$8.54K ﹤0.01%
300