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
2026
– –
0
2027
– –
-8
2028
– –
-200
2029
– –
-34
2030
– –
-138
2031
– –
0
2032
– –
0
2033
– –
-6,650
2034
– –
-2
2035
– –
-38,060
2036
$0 ﹤0.01%
250
2037
– –
-3,000
2038
– –
-100
2039
– –
-9,000
2040
– –
-30,752
2041
– –
-9,038
2042
– –
-3,079
2043
– –
-8,104
2044
– –
-5,000
2045
– –
-75
2046
– –
-6,158
2047
– –
-22,576
2048
– –
-50
2049
– –
-5,000
2050
– –
-5,400
80 81
82
83 84