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
1201
$9K ﹤0.01%
+220
1202
$9K ﹤0.01%
+2,000
1203
$9K ﹤0.01%
+300
1204
$9K ﹤0.01%
+270
1205
$9K ﹤0.01%
+2,640
1206
$9K ﹤0.01%
+150
1207
$9K ﹤0.01%
+59
1208
$9K ﹤0.01%
+473
1209
$9K ﹤0.01%
+125
1210
$9K ﹤0.01%
+255
1211
$9K ﹤0.01%
+600
1212
$8K ﹤0.01%
+1,098
1213
$8K ﹤0.01%
+220
1214
$8K ﹤0.01%
+700
1215
$8K ﹤0.01%
+210
1216
$8K ﹤0.01%
+300
1217
$8K ﹤0.01%
+402
1218
$7K ﹤0.01%
+60
1219
$7K ﹤0.01%
+159
1220
$7K ﹤0.01%
+160
1221
$7K ﹤0.01%
+250
1222
$7K ﹤0.01%
+98
1223
$7K ﹤0.01%
+204
1224
$7K ﹤0.01%
+20
1225
$7K ﹤0.01%
+70
47 48
49
50 51