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
351
$931K 0.03%
9,504
+3,992
352
$926K 0.03%
19,100
353
$911K 0.03%
9,445
-9
354
$894K 0.03%
345,150
355
$886K 0.03%
9,108
-197
356
$878K 0.02%
+342,919
357
$876K 0.02%
37,469
+14,874
358
$875K 0.02%
4,218
+150
359
$873K 0.02%
8,211
-12,492
360
$857K 0.02%
14,209
+34
361
$853K 0.02%
7,736
-1,901
362
$852K 0.02%
18,715
363
$817K 0.02%
+47,240
364
$814K 0.02%
63,618
+50,040
365
$807K 0.02%
672,560
-891,271
366
$807K 0.02%
49,504
+5,112
367
$801K 0.02%
6,306
+618
368
$800K 0.02%
14,743
-175
369
$793K 0.02%
19,417
-2,493
370
$793K 0.02%
276,279
-45,806
371
$789K 0.02%
37,290
-40,360
372
$788K 0.02%
8,658
+42
373
$786K 0.02%
53,951
-31,318
374
$784K 0.02%
9,325
-58
375
$780K 0.02%
24,860
13 14
15
16 17