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
1626
$363 ﹤0.01%
2,800
1627
$358 ﹤0.01%
8,150
1628
$357 ﹤0.01%
22
1629
$351 ﹤0.01%
1,950
-550
1630
$350 ﹤0.01%
10,000
1631
$350 ﹤0.01%
5,000
1632
$340 ﹤0.01%
+30
1633
$339 ﹤0.01%
+100
1634
$338 ﹤0.01%
8,403
1635
$335 ﹤0.01%
50
1636
$333 ﹤0.01%
3,175
1637
$333 ﹤0.01%
6,139
1638
$330 ﹤0.01%
+13
1639
$329 ﹤0.01%
+224
1640
$327 ﹤0.01%
+10
1641
$324 ﹤0.01%
2,950
1642
$319 ﹤0.01%
6,250
1643
$313 ﹤0.01%
2,500
1644
$312 ﹤0.01%
2,249
-1
1645
$307 ﹤0.01%
3,100
1646
$307 ﹤0.01%
5,589
1647
$306 ﹤0.01%
9,400
1648
$304 ﹤0.01%
+70
1649
$304 ﹤0.01%
80
1650
$302 ﹤0.01%
+3
64 65
66
67 68