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
301
$1.37M 0.04%
47,800
-20,500
302
$1.37M 0.04%
174,626
303
$1.34M 0.04%
83,862
+3,603
304
$1.33M 0.04%
16,343
-125
305
$1.32M 0.04%
38,640
306
$1.32M 0.04%
67,797
+7,500
307
$1.3M 0.04%
23,916
+21,937
308
$1.27M 0.04%
+66,590
309
$1.26M 0.04%
8,811
+4
310
$1.26M 0.04%
104,377
-3,600
311
$1.22M 0.03%
349,999
312
$1.22M 0.03%
9,278
-658
313
$1.22M 0.03%
32,574
+2,764
314
$1.21M 0.03%
950
-35
315
$1.2M 0.03%
23,187
+7,302
316
$1.2M 0.03%
89,995
+24,176
317
$1.19M 0.03%
2,519
+30
318
$1.19M 0.03%
11,010
-8,230
319
$1.16M 0.03%
9,354
+35
320
$1.15M 0.03%
6,462
+146
321
$1.15M 0.03%
112,744
+42,564
322
$1.14M 0.03%
44,410
+21,416
323
$1.14M 0.03%
73,049
324
$1.14M 0.03%
40,809
-324,935
325
$1.13M 0.03%
12,328
-249
11 12
13
14 15