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
426
$580K 0.02%
+22,860
427
$576K 0.02%
5,807
+2
428
$573K 0.02%
7,464
-865
429
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6,732
430
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13,235
-3,084
431
$562K 0.02%
41,653
432
$560K 0.02%
7,876
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433
$557K 0.02%
13,431
-2,637
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$556K 0.02%
3,473
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435
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7,604
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436
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29,632
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437
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145,853
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438
$542K 0.02%
361,519
+139,994
439
$539K 0.02%
79,314
-16,226
440
$537K 0.02%
13,615
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441
$535K 0.02%
5,310
442
$529K 0.02%
24,713
443
$529K 0.02%
59,410
+18,360
444
$521K 0.01%
26,366
445
$518K 0.01%
2,102
446
$517K 0.01%
8,046
-734
447
$515K 0.01%
9,535
-61
448
$513K 0.01%
3,382
+1,338
449
$513K 0.01%
3,501
-416
450
$504K 0.01%
21,490
16 17
18
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