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
2026
– –
-19
2027
– –
-153
2028
– –
-17,730
2029
– –
-3
2030
– –
-12
2031
– –
-5
2032
– –
-48
2033
– –
-7
2034
– –
-5
2035
– –
-1,620
2036
– –
-750
2037
– –
0
2038
– –
-2
2039
– –
-4,705
2040
– –
-125
2041
– –
-1,275
2042
– –
-25,157
2043
– –
-11,718
2044
– –
-84
2045
– –
-9,900
2046
– –
-541,200
2047
– –
-20
2048
– –
-300
2049
– –
-123
2050
– –
-2
80 81
82
83 84