AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
1326
$1K ﹤0.01%
+100
1327
$1K ﹤0.01%
+100
1328
$1K ﹤0.01%
+13
1329
$1K ﹤0.01%
+6
1330
$1K ﹤0.01%
+121
1331
$1K ﹤0.01%
+10
1332
$1K ﹤0.01%
+3
1333
$1K ﹤0.01%
+100
1334
$1K ﹤0.01%
+37
1335
$1K ﹤0.01%
+187
1336
$1K ﹤0.01%
+17
1337
– –
-10,000
1338
– –
-15,525
1339
– –
-12,400
1340
– –
-82,282
1341
– –
-33,310
1342
– –
-22,300
1343
– –
-12,149
1344
– –
-2,903
1345
$0 ﹤0.01%
+2
1346
– –
-22,333
1347
– –
-187,501
1348
$0 ﹤0.01%
+4
1349
$0 ﹤0.01%
+27
1350
$0 ﹤0.01%
+70
52 53
54
55 56