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
476
$429K 0.01%
17,477
-1,030
477
$428K 0.01%
5,480
-24,820
478
$426K 0.01%
17,949
+1,804
479
$423K 0.01%
10,311
480
$422K 0.01%
5,553
-1,698
481
$420K 0.01%
12,975
+200
482
$419K 0.01%
902
+12
483
$415K 0.01%
11,656
+9,129
484
$411K 0.01%
78,373
+7,457
485
$407K 0.01%
14,131
486
$403K 0.01%
1,655
-211
487
$403K 0.01%
2,886
488
$401K 0.01%
32,485
-27,600
489
$401K 0.01%
3,000
490
$397K 0.01%
19,166
-500
491
$395K 0.01%
6,239
492
$395K 0.01%
31,310
+3,258
493
$392K 0.01%
145,690
+34,728
494
$387K 0.01%
6,419
+1,040
495
$384K 0.01%
790
-1
496
$378K 0.01%
825
+42
497
$376K 0.01%
5,388
-9
498
$369K 0.01%
11,565
-213,320
499
$366K 0.01%
2,412
500
$365K 0.01%
1,057
-9
18 19
20
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