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
376
$759K 0.02%
145,954
+21,135
377
$755K 0.02%
+36,280
378
$754K 0.02%
34,080
-540
379
$750K 0.02%
27,886
+6,806
380
$748K 0.02%
4,546
381
$747K 0.02%
44,874
+3,645
382
$736K 0.02%
7,925
+3,214
383
$733K 0.02%
145,789
+20,834
384
$732K 0.02%
4,041
-106
385
$706K 0.02%
8,917
386
$701K 0.02%
2,143
+121
387
$700K 0.02%
34,991
+1,170
388
$697K 0.02%
39,831
+313
389
$696K 0.02%
24,856
-3,696
390
$690K 0.02%
72,282
391
$683K 0.02%
9,818
-100
392
$682K 0.02%
+260,340
393
$679K 0.02%
7,500
+5,000
394
$679K 0.02%
66,884
-24,210
395
$673K 0.02%
5,011
-492
396
$668K 0.02%
3,445
-123
397
$657K 0.02%
18,618
-635
398
$656K 0.02%
8,676
399
$647K 0.02%
138,055
+31,074
400
$646K 0.02%
51,610
+19,851
14 15
16
17 18