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
401
$645K 0.02%
25,278
-232
402
$641K 0.02%
4,786
+51
403
$632K 0.02%
9,820
-10,310
404
$627K 0.02%
13,089
-235
405
$627K 0.02%
123,669
-38,554
406
$625K 0.02%
1,402
-66
407
$621K 0.02%
1,078
-17
408
$618K 0.02%
1,235
+120
409
$616K 0.02%
55,028
+2,063
410
$616K 0.02%
35,758
-5,528
411
$613K 0.02%
12,509
-700
412
$613K 0.02%
18,722
+1,540
413
$606K 0.02%
2,650
-103
414
$603K 0.02%
17,508
-4,044
415
$596K 0.02%
103,735
416
$594K 0.02%
10,885
-245
417
$594K 0.02%
23,495
+3,368
418
$592K 0.02%
51,003
-184,277
419
$589K 0.02%
+3,556,800
420
$585K 0.02%
62,544
+27,010
421
$583K 0.02%
2,283
-76
422
$583K 0.02%
17,050
423
$582K 0.02%
68,925
+35,300
424
$581K 0.02%
15,338
-8,843
425
$581K 0.02%
7,864
+3,134
15 16
17
18 19