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
551
$287K 0.01%
3,087
+825
552
$286K 0.01%
41,610
+24,310
553
$285K 0.01%
15,161
-430
554
$284K 0.01%
23,141
+3,337
555
$284K 0.01%
3,121
556
$282K 0.01%
3,718
-935
557
$282K 0.01%
13,392
-6,295
558
$281K 0.01%
790
-4
559
$279K 0.01%
9,283
+39
560
$279K 0.01%
13,892
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561
$273K 0.01%
8,629
-160
562
$273K 0.01%
17,881
-1,098
563
$273K 0.01%
3,035
564
$270K 0.01%
3,509
+48
565
$269K 0.01%
739
+1
566
$268K 0.01%
2,519
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567
$264K 0.01%
1,291
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568
$262K 0.01%
5,900
-400
569
$260K 0.01%
725
570
$258K 0.01%
17,457
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571
$254K 0.01%
3,483
572
$253K 0.01%
1,357
573
$251K 0.01%
9,748
+37
574
$249K 0.01%
5,100
+5,085
575
$244K 0.01%
2,337
+626
21 22
23
24 25