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
1501
$939 ﹤0.01%
12,558
-40
1502
$934 ﹤0.01%
5,282
-100
1503
$925 ﹤0.01%
25,000
1504
$912 ﹤0.01%
9
1505
$904 ﹤0.01%
11,300
1506
$875 ﹤0.01%
39
1507
$873 ﹤0.01%
+25
1508
$864 ﹤0.01%
24,532
-200
1509
$860 ﹤0.01%
+53
1510
$845 ﹤0.01%
+30
1511
$841 ﹤0.01%
4,500
1512
$839 ﹤0.01%
20
1513
$834 ﹤0.01%
+51
1514
$832 ﹤0.01%
36
1515
$832 ﹤0.01%
23,040
1516
$831 ﹤0.01%
5,032
1517
$808 ﹤0.01%
20,000
1518
$792 ﹤0.01%
4,400
-5,600
1519
$791 ﹤0.01%
+75
1520
$787 ﹤0.01%
+6,293
1521
$787 ﹤0.01%
15,000
1522
$786 ﹤0.01%
+5,050
1523
$785 ﹤0.01%
+6,000
1524
$778 ﹤0.01%
200
-11,675
1525
$760 ﹤0.01%
+149
59 60
61
62 63