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
251
$1.9M 0.05%
11,667
+373
252
$1.89M 0.05%
17,171
+92
253
$1.88M 0.05%
8,870
-770
254
$1.88M 0.05%
414,208
+23,154
255
$1.85M 0.05%
6,434
-242
256
$1.79M 0.05%
98,140
257
$1.77M 0.05%
143,614
+22,370
258
$1.76M 0.05%
32,480
+10
259
$1.75M 0.05%
66,568
+66,020
260
$1.75M 0.05%
6,997
-43
261
$1.74M 0.05%
17,159
-65
262
$1.74M 0.05%
+2,480
263
$1.73M 0.05%
35,823
-850
264
$1.73M 0.05%
74,505
+4,953
265
$1.72M 0.05%
161,529
+2,918
266
$1.71M 0.05%
149,333
+17,884
267
$1.69M 0.05%
7,585
+151
268
$1.68M 0.05%
5,037
-50,012
269
$1.67M 0.05%
65,928
-1,732
270
$1.67M 0.05%
8,911
+64
271
$1.65M 0.05%
31,031
-20,200
272
$1.62M 0.05%
7,283
273
$1.61M 0.05%
13,205
-23,895
274
$1.6M 0.05%
45,771
-2,306
275
$1.58M 0.04%
108,088
+10,388
9 10
11
12 13