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
1976
– –
-5,000
1977
– –
-5,400
1978
– –
-5,000
1979
– –
-75
1980
– –
-6,158
1981
– –
-12,750
1982
– –
-7,000
1983
– –
-5,000
1984
– –
-2,332
1985
– –
-48,400
1986
– –
-1,666
1987
– –
-2,000
1988
– –
-5,141
1989
– –
-300
1990
– –
-500
1991
– –
-250
1992
– –
-4,727
1993
– –
-1,550
1994
– –
-15,350
1995
– –
-73,806
1996
– –
-9,100
1997
– –
-1,000
1998
– –
-6,966
1999
– –
-1,000
2000
$0 ﹤0.01%
400
78 79
80
81 82