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
1851
-529
1852
-666
1853
-3,000
1854
-8,000
1855
-100
1856
-132
1857
-34,900
1858
-1,075
1859
-22,155
1860
-1,819
1861
-13,279
1862
-100
1863
-2,000
1864
-34,870
1865
-25,198
1866
$0 ﹤0.01%
2,500
1867
-140
1868
$0 ﹤0.01%
50,000
1869
-3,000
1870
-100
1871
-1,884
1872
-32
1873
-4
1874
-8,497
1875
-3,000