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
1901
-120,240
1902
-4,149
1903
-15,000
1904
-2,652
1905
-1,000
1906
-17,500
1907
-102,530
1908
-1,600
1909
-4,000
1910
-82,031
1911
-66
1912
-2,000
1913
0
1914
-5,400
1915
-50
1916
-119
1917
-3,710
1918
-2,000
1919
-26,598
1920
-25
1921
-42,482
1922
-300
1923
$0 ﹤0.01%
2,000
-1,000
1924
-579
1925
-3,006