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
2076
– –
-10,920
2077
– –
-2,500
2078
– –
-1,394,558
2079
– –
-52
2080
– –
-29,144
2081
– –
-10,769
2082
– –
-12
2083
– –
-51,565
2084
– –
-2
2085
– –
-150
2086
– –
-1
2087
– –
-100
2088
– –
-300
2089
– –
-5,350
2090
– –
0
2091
– –
0
2092
– –
-9,810
2093
– –
-94
2094
– –
-8
2095
– –
-20,000
2096
– –
-1,750
2097
– –
-10
2098
– –
-94
2099
– –
-2,014
2100
– –
-1,190
82 83
84
85 86