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
1201
$9K ﹤0.01%
+300
1202
$9K ﹤0.01%
+220
1203
$9K ﹤0.01%
+2,000
1204
$9K ﹤0.01%
+300
1205
$9K ﹤0.01%
+270
1206
$9K ﹤0.01%
+2,640
1207
$9K ﹤0.01%
+150
1208
$9K ﹤0.01%
+59
1209
$9K ﹤0.01%
+473
1210
$9K ﹤0.01%
+125
1211
$9K ﹤0.01%
+600
1212
$8K ﹤0.01%
+300
1213
$8K ﹤0.01%
+402
1214
$8K ﹤0.01%
+1,098
1215
$8K ﹤0.01%
+220
1216
$8K ﹤0.01%
+700
1217
$8K ﹤0.01%
+210
1218
$7K ﹤0.01%
+250
1219
$7K ﹤0.01%
+60
1220
$7K ﹤0.01%
+98
1221
$7K ﹤0.01%
+204
1222
$7K ﹤0.01%
+20
1223
$7K ﹤0.01%
+70
1224
$7K ﹤0.01%
+100
1225
$7K ﹤0.01%
+300