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
501
$365K 0.01%
10,283
502
$362K 0.01%
3,355
+3,305
503
$362K 0.01%
9,533
-1,300
504
$361K 0.01%
874
+43
505
$354K 0.01%
1,485
-1,851
506
$353K 0.01%
13,268
+1,934
507
$353K 0.01%
+12,729
508
$350K 0.01%
107,468
509
$350K 0.01%
4,219
+13
510
$348K 0.01%
4,845
+227
511
$348K 0.01%
15,892
512
$347K 0.01%
1,801
513
$344K 0.01%
2,678
-32,610
514
$344K 0.01%
183,907
+15,829
515
$344K 0.01%
582,407
516
$342K 0.01%
4,433
+159
517
$341K 0.01%
13,385
-282
518
$338K 0.01%
815,617
+110,000
519
$338K 0.01%
5,682
+137
520
$338K 0.01%
2,375
521
$338K 0.01%
27,131
+1,936
522
$337K 0.01%
11,895
-39,815
523
$334K 0.01%
4,134
524
$330K 0.01%
52,303
525
$329K 0.01%
526,000
19 20
21
22 23