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
2051
0
2052
-8
2053
-200
2054
-34
2055
-138
2056
-72,990
2057
-6
2058
-2
2059
-6,353
2060
-6
2061
-5,020
2062
-8
2063
-98,493
2064
-2,522
2065
-3
2066
-105
2067
-77,551
2068
-182
2069
-26,299
2070
0
2071
-3
2072
-59,722
2073
-46
2074
-10
2075
-27