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
2001
– –
-1,126
2002
– –
-468
2003
– –
-31,817
2004
– –
-1,476
2005
– –
-18
2006
– –
-100
2007
– –
-11,130
2008
– –
-34,077
2009
– –
-105,980
2010
– –
-3,332
2011
– –
-10,000
2012
– –
-61
2013
– –
-63,480
2014
– –
-9,234
2015
– –
-27
2016
– –
-100
2017
– –
-21,583
2018
– –
0
2019
– –
-19
2020
– –
-8
2021
– –
-1,087,866
2022
– –
-180
2023
– –
-24
2024
– –
-209
2025
– –
-91
79 80
81
82 83