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
276
$1.56M 0.04%
45,492
-70,674
277
$1.55M 0.04%
33,795
-1,327
278
$1.55M 0.04%
12,502
+12,385
279
$1.53M 0.04%
21,923
+252
280
$1.51M 0.04%
43,733
+3,256
281
$1.5M 0.04%
52,076
-6,016
282
$1.48M 0.04%
9,828
-112
283
$1.45M 0.04%
79,634
+35,000
284
$1.44M 0.04%
44,268
+1,095
285
$1.44M 0.04%
55,349
+9,066
286
$1.43M 0.04%
171,184
287
$1.42M 0.04%
72,929
-61,557
288
$1.41M 0.04%
194,587
+16,217
289
$1.41M 0.04%
10,570
-1,357
290
$1.4M 0.04%
72,731
+21,527
291
$1.4M 0.04%
13,275
-586
292
$1.4M 0.04%
14,943
+6,066
293
$1.4M 0.04%
4,900
+73
294
$1.4M 0.04%
8,154
+42
295
$1.4M 0.04%
27,487
-5,079
296
$1.39M 0.04%
87,789
-22,140
297
$1.39M 0.04%
26,177
+803
298
$1.38M 0.04%
16,590
+4,470
299
$1.38M 0.04%
6,022
+266
300
$1.37M 0.04%
10,233
10 11
12
13 14