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
1351
-2,498
1352
-10,000
1353
-33,136
1354
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1355
-16,700
1356
-10,613
1357
-5,100
1358
-3,000
1359
-19,200
1360
-498,228
1361
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1362
$0 ﹤0.01%
+5
1363
$0 ﹤0.01%
+1
1364
-87,353
1365
-53,000
1366
$0 ﹤0.01%
+31
1367
$0 ﹤0.01%
+50
1368
-419,340
1369
$0 ﹤0.01%
+8,376
1370
$0 ﹤0.01%
+1,214
1371
-15,525
1372
-12,400
1373
-23,342
1374
-22,333
1375
-187,501