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
1701
$200 ﹤0.01%
+4
1702
$199 ﹤0.01%
+50
1703
$199 ﹤0.01%
44
1704
$198 ﹤0.01%
6,325
1705
$198 ﹤0.01%
6,194
1706
$196 ﹤0.01%
+40
1707
$195 ﹤0.01%
6,500
1708
$194 ﹤0.01%
+200
1709
$191 ﹤0.01%
+100
1710
$190 ﹤0.01%
+50
1711
$189 ﹤0.01%
2,000
1712
$182 ﹤0.01%
5,200
1713
$181 ﹤0.01%
2,500
1714
$176 ﹤0.01%
1,259
1715
$175 ﹤0.01%
1,300
1716
$173 ﹤0.01%
1,050
1717
$164 ﹤0.01%
5,298
1718
$161 ﹤0.01%
+1,000
1719
$161 ﹤0.01%
188
1720
$160 ﹤0.01%
1,332
1721
$159 ﹤0.01%
2,600
1722
$156 ﹤0.01%
3,450
1723
$154 ﹤0.01%
1,450
1724
$150 ﹤0.01%
3,200
1725
$149 ﹤0.01%
1,219
67 68
69
70 71