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
1876
– –
-155
1877
– –
-3
1878
– –
-8,844
1879
– –
0
1880
– –
-125
1881
– –
0
1882
– –
-6,650
1883
– –
-2
1884
– –
-38,060
1885
– –
-477
1886
– –
-2
1887
– –
0
1888
– –
-4
1889
– –
-426,683
1890
– –
-8,497
1891
– –
-3,000
1892
– –
-161
1893
– –
-519
1894
– –
-1,038
1895
– –
-25
1896
– –
-3,332
1897
– –
-13,199
1898
– –
-200
1899
– –
-2,000
1900
– –
-366
74 75
76
77 78