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
526
$327K 0.01%
4,007
527
$327K 0.01%
18,500
-1,000
528
$322K 0.01%
3,532
529
$322K 0.01%
23,587
530
$321K 0.01%
5,030
+2,102
531
$319K 0.01%
4,205
+37
532
$316K 0.01%
564
-1
533
$315K 0.01%
817
-4,336
534
$315K 0.01%
22,003
535
$313K 0.01%
6,851
+1
536
$313K 0.01%
11,750
-359
537
$311K 0.01%
6,069
+2,399
538
$308K 0.01%
5,433
+233
539
$308K 0.01%
3,342
540
$307K 0.01%
31,990
+20
541
$306K 0.01%
6,203
542
$306K 0.01%
78,805
543
$305K 0.01%
7,500
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544
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6,916
-1,443
545
$299K 0.01%
3,123
-338
546
$298K 0.01%
1,765
-111
547
$298K 0.01%
2,599
+37
548
$298K 0.01%
6,061
+321
549
$291K 0.01%
116,309
550
$287K 0.01%
6,978
20 21
22
23 24