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
1726
$146 ﹤0.01%
14,600
1727
$143 ﹤0.01%
1,704
1728
$139 ﹤0.01%
+7
1729
$137 ﹤0.01%
+16
1730
$134 ﹤0.01%
1,400
1731
$133 ﹤0.01%
+25
1732
$130 ﹤0.01%
4,300
1733
$128 ﹤0.01%
5
1734
$125 ﹤0.01%
10,979
+1,000
1735
$123 ﹤0.01%
2,500
1736
$119 ﹤0.01%
8
1737
$119 ﹤0.01%
2,000
1738
$117 ﹤0.01%
1,350
1739
$115 ﹤0.01%
2,500
1740
– –
0
1741
$113 ﹤0.01%
3,149
+449
1742
$112 ﹤0.01%
+2,250
1743
$111 ﹤0.01%
1,104
1744
$111 ﹤0.01%
87
1745
$110 ﹤0.01%
1,666
1746
– –
0
1747
$106 ﹤0.01%
+200
1748
$106 ﹤0.01%
12
1749
$105 ﹤0.01%
1,500
1750
$105 ﹤0.01%
3,000
68 69
70
71 72