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
1951
– –
-5,000
1952
– –
-15,000
1953
– –
-102,500
1954
– –
-19,698
1955
– –
-5,418
1956
– –
-11,850
1957
– –
-5,000
1958
– –
-300
1959
– –
-335
1960
– –
-332
1961
– –
-2,000
1962
– –
-139,908
1963
– –
-666
1964
– –
-16,289
1965
– –
-250
1966
– –
-200
1967
– –
-5,000
1968
– –
0
1969
– –
-47
1970
– –
-15,000
1971
– –
-48,368
1972
– –
-6,027
1973
– –
-3,700
1974
– –
-1,000
1975
– –
-8,944
77 78
79
80 81