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

Top Buys

1 +$166M
2 +$110M
3 +$16.4M
4
BERY
Berry Global Group, Inc.
BERY
+$14.1M
5
GD icon
General Dynamics
GD
+$14M

Top Sells

1 +$188M
2 +$23.1M
3 +$16.6M
4
CFG icon
Citizens Financial Group
CFG
+$14.7M
5
HAS icon
Hasbro
HAS
+$11.5M

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
1351
$2.97K ﹤0.01%
1,500
1352
$2.95K ﹤0.01%
100
1353
$2.95K ﹤0.01%
+63
1354
$2.94K ﹤0.01%
100
1355
$2.94K ﹤0.01%
100
1356
$2.92K ﹤0.01%
45
+10
1357
$2.92K ﹤0.01%
+540
1358
$2.87K ﹤0.01%
25,263
-17,900
1359
$2.85K ﹤0.01%
100
1360
$2.84K ﹤0.01%
550
1361
$2.81K ﹤0.01%
+150
1362
$2.81K ﹤0.01%
310
-950
1363
$2.8K ﹤0.01%
12
-44
1364
$2.77K ﹤0.01%
56
1365
$2.71K ﹤0.01%
286
1366
$2.71K ﹤0.01%
22,450
-900
1367
$2.68K ﹤0.01%
33,458
1368
$2.6K ﹤0.01%
+100
1369
$2.6K ﹤0.01%
169
-169
1370
$2.59K ﹤0.01%
+1
1371
$2.59K ﹤0.01%
19,900
-100
1372
$2.55K ﹤0.01%
100
1373
$2.54K ﹤0.01%
666
1374
$2.54K ﹤0.01%
250
1375
$2.47K ﹤0.01%
16