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
$3.51B
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,283
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$17.6M
3
+$14.1M
4
META icon
Meta Platforms (Facebook)
META
+$14M
5
GD icon
General Dynamics
GD
+$13.9M

Top Sells

1
+$188M
2
+$23.1M
3
+$16.6M
4
CFG icon
Citizens Financial Group
CFG
+$11.4M
5
HAS icon
Hasbro
HAS
+$10.9M

Sector Composition

1 Industrials 21.24%
2 Technology 11.4%
3 Consumer Discretionary 8.27%
4 Financials 7.97%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$4.42K ﹤0.01%
+200
1302
$4.41K ﹤0.01%
25
1303
$4.39K ﹤0.01%
375
+75
1304
$4.33K ﹤0.01%
500
1305
$4.32K ﹤0.01%
200
1306
$4.31K ﹤0.01%
149
1307
$4.27K ﹤0.01%
20
1308
$4.27K ﹤0.01%
229
1309
$4.15K ﹤0.01%
600
+100
1310
$4.13K ﹤0.01%
20
-121
1311
$4.12K ﹤0.01%
533
1312
$4.11K ﹤0.01%
54
1313
$4.11K ﹤0.01%
95
1314
$4.08K ﹤0.01%
66
1315
$4.07K ﹤0.01%
85
1316
$4.05K ﹤0.01%
667
1317
$4.04K ﹤0.01%
473
1318
$4.01K ﹤0.01%
34
1319
$3.99K ﹤0.01%
108
1320
$3.99K ﹤0.01%
44,577
-970
1321
$3.97K ﹤0.01%
500
1322
$3.88K ﹤0.01%
+150
1323
$3.86K ﹤0.01%
401
-160
1324
$3.85K ﹤0.01%
250
1325
$3.83K ﹤0.01%
137
51 52
53
54 55