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
1651
$301 ﹤0.01%
+100
1652
$298 ﹤0.01%
+4
1653
– –
0
1654
$296 ﹤0.01%
7,900
1655
$290 ﹤0.01%
15
-150
1656
$288 ﹤0.01%
2,500
1657
$287 ﹤0.01%
16
1658
$287 ﹤0.01%
1,832
1659
$275 ﹤0.01%
2,500
1660
$273 ﹤0.01%
5,050
1661
$267 ﹤0.01%
50
1662
$264 ﹤0.01%
8,600
1663
$264 ﹤0.01%
+155
1664
$264 ﹤0.01%
645
1665
$261 ﹤0.01%
+25
1666
$249 ﹤0.01%
+4
1667
$248 ﹤0.01%
2,067
1668
$244 ﹤0.01%
15
1669
$243 ﹤0.01%
3,000
1670
$243 ﹤0.01%
3,350
1671
$242 ﹤0.01%
1,673
1672
$241 ﹤0.01%
+95
1673
$239 ﹤0.01%
123
1674
$238 ﹤0.01%
+4
1675
$237 ﹤0.01%
20
65 66
67
68 69