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
$2.6B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,378
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$8.91M
3
+$8.49M
4
GLIBA
GCI Liberty, Inc. Class A Common Stock (DE)
GLIBA
+$7.75M
5
CFG icon
Citizens Financial Group
CFG
+$7.17M

Top Sells

1
+$11M
2
+$7.85M
3
+$7.56M
4
VOYA icon
Voya Financial
VOYA
+$7.02M
5
MATW icon
Matthews International
MATW
+$5.52M

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%
+72
1327
$1K ﹤0.01%
+100
1328
$1K ﹤0.01%
+100
1329
$1K ﹤0.01%
+13
1330
$1K ﹤0.01%
+6
1331
$1K ﹤0.01%
+121
1332
$1K ﹤0.01%
+3
1333
$1K ﹤0.01%
+100
1334
$1K ﹤0.01%
+37
1335
$1K ﹤0.01%
+187
1336
$1K ﹤0.01%
+10
1337
– –
-10,000
1338
– –
-15,525
1339
– –
-12,400
1340
– –
-82,282
1341
– –
-33,310
1342
– –
-22,300
1343
– –
-121,488
1344
– –
-2,903
1345
$0 ﹤0.01%
+2
1346
– –
-23,342
1347
– –
-22,333
1348
– –
-187,501
1349
$0 ﹤0.01%
+4
1350
$0 ﹤0.01%
+27
52 53
54
55 56