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
1251
$5K ﹤0.01%
+660
1252
$5K ﹤0.01%
+50
1253
$5K ﹤0.01%
+142
1254
$5K ﹤0.01%
+207
1255
$5K ﹤0.01%
+164
1256
$5K ﹤0.01%
200
-20,221
1257
$5K ﹤0.01%
+200
1258
$5K ﹤0.01%
+150
1259
$5K ﹤0.01%
+155
1260
$5K ﹤0.01%
+36
1261
$4K ﹤0.01%
+85
1262
$4K ﹤0.01%
+155
1263
$4K ﹤0.01%
+215
1264
$4K ﹤0.01%
+72
1265
$4K ﹤0.01%
+100
1266
$4K ﹤0.01%
+200
1267
$4K ﹤0.01%
+108
1268
$4K ﹤0.01%
+166
1269
$4K ﹤0.01%
+58
1270
$4K ﹤0.01%
+50
1271
$4K ﹤0.01%
+200
1272
$4K ﹤0.01%
3,910
-35,410
1273
$4K ﹤0.01%
+233
1274
$4K ﹤0.01%
+36
1275
$4K ﹤0.01%
+350
49 50
51
52 53