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
1851
– –
-61
1852
– –
-100
1853
$0 ﹤0.01%
1,000,000
1854
– –
-100
1855
$0 ﹤0.01%
35,100
1856
$0 ﹤0.01%
5,450
1857
$0 ﹤0.01%
1,248,000
1858
$0 ﹤0.01%
640
1859
$0 ﹤0.01%
4,948
1860
$0 ﹤0.01%
50,000
1861
$0 ﹤0.01%
250
1862
– –
-100
1863
– –
-9,000
1864
– –
-11,632
1865
– –
-3,000
1866
– –
-1,679
1867
$0 ﹤0.01%
142
1868
$0 ﹤0.01%
1,000
1869
– –
-100
1870
– –
-1,884
1871
– –
-1,000
1872
– –
-32
1873
– –
-1,750
1874
– –
-2,014
1875
– –
-1,190
73 74
75
76 77