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
1276
$4K ﹤0.01%
+500
1277
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+32
1278
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+317
1279
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+1,900
1280
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+60
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+1,224
1284
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1285
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+202
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+131
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1289
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1290
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+100
1291
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+140
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1294
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250
-50,000
1295
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+327
1296
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+113
1297
$3K ﹤0.01%
+500
1298
$3K ﹤0.01%
+95
1299
$2K ﹤0.01%
+75
1300
$2K ﹤0.01%
+146