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
326
$1.11M 0.03%
20,281
-21,502
327
$1.11M 0.03%
12,211
+2,333
328
$1.1M 0.03%
8,429
-267
329
$1.1M 0.03%
72,775
+5,108
330
$1.1M 0.03%
15,314
-883
331
$1.09M 0.03%
12,091
-13,750
332
$1.09M 0.03%
4,826
-855
333
$1.09M 0.03%
14,457
-66
334
$1.09M 0.03%
233,517
-90,500
335
$1.08M 0.03%
65,112
+24,480
336
$1.06M 0.03%
21,584
+5,155
337
$1.04M 0.03%
9,424
338
$1.04M 0.03%
197,644
+67,393
339
$1.01M 0.03%
18,082
-442
340
$1M 0.03%
6,054
+209
341
$999K 0.03%
7,478
-417
342
$996K 0.03%
10,400
-3,400
343
$990K 0.03%
21,510
-45,747
344
$986K 0.03%
19,877
-1,471
345
$984K 0.03%
15,775
-771
346
$963K 0.03%
11,968
347
$959K 0.03%
7,153
+28
348
$951K 0.03%
106,403
349
$947K 0.03%
51,806
+3,259
350
$943K 0.03%
19,426
-4,701
12 13
14
15 16