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
1226
$7K ﹤0.01%
+65
1227
$7K ﹤0.01%
+80
1228
$7K ﹤0.01%
+500
1229
$7K ﹤0.01%
+1,891
1230
$7K ﹤0.01%
+100
1231
$7K ﹤0.01%
+159
1232
$7K ﹤0.01%
+160
1233
$6K ﹤0.01%
+484
1234
$6K ﹤0.01%
+111
1235
$6K ﹤0.01%
+90
1236
$6K ﹤0.01%
+250
1237
$6K ﹤0.01%
+123
1238
$6K ﹤0.01%
+110
1239
$6K ﹤0.01%
+100
1240
$6K ﹤0.01%
+148
1241
$6K ﹤0.01%
+286
1242
$6K ﹤0.01%
+200
1243
$6K ﹤0.01%
+225
1244
$6K ﹤0.01%
+80
1245
$5K ﹤0.01%
+1,100
1246
$5K ﹤0.01%
+109
1247
$5K ﹤0.01%
+127
1248
$5K ﹤0.01%
+100
1249
$5K ﹤0.01%
+125
1250
$5K ﹤0.01%
+286
48 49
50
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