AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
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
1926
– –
-30,000
1927
– –
-7,500
1928
– –
-1,225
1929
– –
-2,000
1930
– –
-266
1931
– –
-250
1932
– –
-7,100
1933
– –
-4,634
1934
– –
-100
1935
– –
-5,000
1936
– –
-15,000
1937
– –
-102,500
1938
– –
-19,698
1939
– –
-5,418
1940
– –
-11,850
1941
– –
-5,000
1942
– –
-300
1943
– –
-335
1944
– –
-332
1945
– –
-2,000
1946
– –
-139,908
1947
– –
-666
1948
– –
-16,289
1949
– –
-250
1950
– –
-200
76 77
78
79 80