AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.9%
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
-6,966
1802
-1,000
1803
-3,000
1804
-3,800
1805
-1,666
1806
$0 ﹤0.01%
400
1807
-1,126
1808
-468
1809
-31,817
1810
-1,476
1811
-4,125
1812
-79
1813
-6,000
1814
-2,000
1815
-11,440
1816
-825
1817
0
1818
-100
1819
$0 ﹤0.01%
1,000,000
1820
-100
1821
$0 ﹤0.01%
35,100
1822
$0 ﹤0.01%
5,450
1823
$0 ﹤0.01%
1,248,000
1824
$0 ﹤0.01%
640
1825
$0 ﹤0.01%
4,948