AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
+$166M
2
+$110M
3
+$16.4M
4
BERY
Berry Global Group, Inc.
BERY
+$14.1M
5
GD icon
General Dynamics
GD
+$14M

Top Sells

1
+$188M
2
+$23.1M
3
+$16.6M
4
CFG icon
Citizens Financial Group
CFG
+$14.7M
5
HAS icon
Hasbro
HAS
+$11.5M

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
1801
– –
-6,000
1802
– –
0
1803
– –
-100
1804
$0 ﹤0.01%
1,000,000
1805
– –
-100
1806
$0 ﹤0.01%
35,100
1807
$0 ﹤0.01%
5,450
1808
$0 ﹤0.01%
1,248,000
1809
$0 ﹤0.01%
640
1810
$0 ﹤0.01%
4,948
1811
$0 ﹤0.01%
250
1812
– –
-3,000
1813
– –
-100
1814
– –
-9,000
1815
– –
-11,632
1816
– –
-1,679
1817
$0 ﹤0.01%
142
1818
$0 ﹤0.01%
1,000
1819
– –
-359
1820
– –
-3,605
1821
– –
-49,000
1822
– –
-1,194
1823
– –
-1,000
1824
– –
-200
1825
– –
-1,600
71 72
73
74 75