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
1451
$1.42K ﹤0.01%
+85
1452
$1.41K ﹤0.01%
17,542
1453
$1.4K ﹤0.01%
8
1454
$1.4K ﹤0.01%
12,612
-13,788
1455
$1.39K ﹤0.01%
50
1456
$1.38K ﹤0.01%
24,976
1457
$1.38K ﹤0.01%
28
1458
$1.38K ﹤0.01%
12,552
1459
$1.38K ﹤0.01%
287
1460
$1.36K ﹤0.01%
+42
1461
$1.36K ﹤0.01%
22,628
1462
$1.35K ﹤0.01%
45,000
1463
$1.35K ﹤0.01%
42
1464
$1.35K ﹤0.01%
135
1465
$1.33K ﹤0.01%
32,000
1466
$1.33K ﹤0.01%
13,300
-1,700
1467
$1.3K ﹤0.01%
13,332
1468
$1.28K ﹤0.01%
72
+37
1469
$1.27K ﹤0.01%
+63
1470
$1.27K ﹤0.01%
24
-35
1471
$1.26K ﹤0.01%
7,650
1472
$1.25K ﹤0.01%
+25
1473
$1.22K ﹤0.01%
8,166
1474
$1.21K ﹤0.01%
+125
1475
$1.21K ﹤0.01%
12,098
57 58
59
60 61