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
26
$31M 0.88%
208,382
+2,675
27
$28.7M 0.81%
386,227
+10,456
28
$28.4M 0.8%
101,448
+2,421
29
$26.5M 0.75%
135,092
+4,364
30
$26.2M 0.74%
123,460
+66,231
31
$24.8M 0.7%
283,980
+34,217
32
$24.2M 0.69%
157,182
-256
33
$24M 0.68%
195,399
+5,709
34
$23.8M 0.68%
833,643
-76,458
35
$19.7M 0.56%
1,124,084
+94,212
36
$19.1M 0.54%
1,183,083
-93,456
37
$18.9M 0.54%
82,988
+60,731
38
$18.8M 0.53%
28,128
-202
39
$18M 0.51%
174,902
40
$17.8M 0.51%
1,188,713
-208,905
41
$16.9M 0.48%
162,979
-1,495
42
$16.8M 0.48%
101,395
+945
43
$16.2M 0.46%
164,149
+3,529
44
$15.9M 0.45%
85,492
+1,495
45
$15.8M 0.45%
152,739
+5,120
46
$15.5M 0.44%
514,659
+15,136
47
$15.3M 0.43%
225,655
-8,545
48
$14.6M 0.41%
80,128
+2,741
49
$14.4M 0.41%
362,907
-2,330
50
$14.1M 0.4%
+1,680,000
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