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
1526
$758 ﹤0.01%
117
1527
$757 ﹤0.01%
+34
1528
$755 ﹤0.01%
5,200
1529
$750 ﹤0.01%
15,000
1530
$728 ﹤0.01%
52
1531
$728 ﹤0.01%
+21
1532
$728 ﹤0.01%
89
+62
1533
$728 ﹤0.01%
10,000
1534
$723 ﹤0.01%
+78
1535
$721 ﹤0.01%
+100
1536
$714 ﹤0.01%
2,000
1537
$707 ﹤0.01%
+275
1538
$700 ﹤0.01%
3,332
1539
$699 ﹤0.01%
5,000
1540
$692 ﹤0.01%
7,500
1541
$688 ﹤0.01%
8,600
1542
$687 ﹤0.01%
5,500
1543
$686 ﹤0.01%
200
1544
$682 ﹤0.01%
+250
1545
$680 ﹤0.01%
16,000
1546
$676 ﹤0.01%
7,718
1547
$673 ﹤0.01%
26
1548
$669 ﹤0.01%
13,455
1549
$663 ﹤0.01%
67
1550
$660 ﹤0.01%
3,669
-8,029
60 61
62
63 64