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
1576
$559 ﹤0.01%
+15
1577
$558 ﹤0.01%
+100
1578
$553 ﹤0.01%
14,004
1579
$552 ﹤0.01%
6,132
1580
$544 ﹤0.01%
75
-325
1581
$544 ﹤0.01%
4,550
1582
$538 ﹤0.01%
10,754
1583
$525 ﹤0.01%
5,000
1584
$520 ﹤0.01%
3,190
-702
1585
$513 ﹤0.01%
+150
1586
$513 ﹤0.01%
5,400
1587
$504 ﹤0.01%
+400
1588
$500 ﹤0.01%
+60
1589
$500 ﹤0.01%
10,000
1590
$496 ﹤0.01%
6,204
1591
$489 ﹤0.01%
+50
1592
$482 ﹤0.01%
58
1593
$481 ﹤0.01%
3,000
-15,269
1594
$480 ﹤0.01%
390
+310
1595
$479 ﹤0.01%
6,450
1596
$469 ﹤0.01%
3,750
1597
$468 ﹤0.01%
+15
1598
$465 ﹤0.01%
+9
1599
$464 ﹤0.01%
5
1600
$450 ﹤0.01%
+150
62 63
64
65 66