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
1476
$1.21K ﹤0.01%
+43
1477
$1.19K ﹤0.01%
4,360
1478
$1.19K ﹤0.01%
2,978
-8,622
1479
$1.18K ﹤0.01%
+100
1480
$1.15K ﹤0.01%
14,425
1481
$1.14K ﹤0.01%
9,900
-100
1482
$1.11K ﹤0.01%
2
1483
$1.11K ﹤0.01%
13,850
1484
$1.1K ﹤0.01%
+10
1485
$1.1K ﹤0.01%
9,997
-3
1486
$1.1K ﹤0.01%
10,450
1487
$1.09K ﹤0.01%
+110
1488
$1.08K ﹤0.01%
21,701
-4,133
1489
$1.06K ﹤0.01%
+75
1490
$1.05K ﹤0.01%
10,050
1491
$1.05K ﹤0.01%
9,632
1492
$1.04K ﹤0.01%
9,900
1493
$1.02K ﹤0.01%
1,225
1494
$1.01K ﹤0.01%
20,174
-10
1495
$1.01K ﹤0.01%
+14
1496
$1K ﹤0.01%
17,300
1497
$967 ﹤0.01%
10,749
1498
$960 ﹤0.01%
116
1499
$949 ﹤0.01%
7,500
1500
$940 ﹤0.01%
21