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
1551
$650 ﹤0.01%
6,500
1552
$649 ﹤0.01%
2,500
1553
$640 ﹤0.01%
20
1554
$640 ﹤0.01%
12,698
1555
$635 ﹤0.01%
12,100
-11,900
1556
$621 ﹤0.01%
5,318
1557
$621 ﹤0.01%
6,540
1558
$620 ﹤0.01%
+70
1559
$620 ﹤0.01%
4,098
1560
$619 ﹤0.01%
38
1561
$618 ﹤0.01%
14
+1
1562
$613 ﹤0.01%
8
1563
$613 ﹤0.01%
91
1564
$613 ﹤0.01%
2,664
1565
$609 ﹤0.01%
8,620
-1,330
1566
$609 ﹤0.01%
10,850
1567
$584 ﹤0.01%
17,548
1568
$583 ﹤0.01%
3,644
-3,300
1569
$582 ﹤0.01%
17,900
1570
$579 ﹤0.01%
+50
1571
$570 ﹤0.01%
+13
1572
$565 ﹤0.01%
19
1573
$564 ﹤0.01%
6,000
1574
$560 ﹤0.01%
28,000
1575
$560 ﹤0.01%
4,663
61 62
63
64 65