AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
2,284
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$17.6M
3
+$14.1M
4
META icon
Meta Platforms (Facebook)
META
+$14M
5
GD icon
General Dynamics
GD
+$13.9M

Top Sells

1
+$188M
2
+$23.1M
3
+$16.6M
4
CFG icon
Citizens Financial Group
CFG
+$11.4M
5
HAS icon
Hasbro
HAS
+$10.9M

Sector Composition

1 Industrials 21.21%
2 Technology 11.3%
3 Consumer Discretionary 8.27%
4 Financials 7.96%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.2M 0.06%
+147,470
227
$2.19M 0.06%
44,108
-43,862
228
$2.16M 0.06%
138,667
-370
229
$2.15M 0.06%
18,896
-65
230
$2.13M 0.06%
10,566
-2,690
231
$2.13M 0.06%
55,860
-655
232
$2.12M 0.06%
253,482
+26,003
233
$2.11M 0.06%
31,265
-39,210
234
$2.11M 0.06%
11,010
-742
235
$2.11M 0.06%
85,819
+47,237
236
$2.1M 0.06%
22,142
-599
237
$2.09M 0.06%
146,564
+78,069
238
$2.08M 0.06%
176,929
+6,046
239
$2.07M 0.06%
42,483
+18,568
240
$2.06M 0.06%
6,526
241
$2.02M 0.06%
160,371
+8,061
242
$2.02M 0.06%
14,962
-155
243
$1.97M 0.06%
102,271
+20,680
244
$1.95M 0.06%
80,076
+43,293
245
$1.95M 0.06%
22,197
-2,187
246
$1.95M 0.06%
20,567
+1,780
247
$1.95M 0.06%
124,134
-11,546
248
$1.94M 0.06%
10,587
+358
249
$1.92M 0.05%
8,628
-247
250
$1.91M 0.05%
6,676
-10
8 9
10
11 12