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
576
$242K 0.01%
2,866
577
$242K 0.01%
7,000
578
$241K 0.01%
12,590
579
$241K 0.01%
561
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580
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581
$239K 0.01%
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582
$237K 0.01%
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583
$236K 0.01%
3,011
-58,246
584
$232K 0.01%
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585
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4,164
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586
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587
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588
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589
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590
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4,414
+1,635
591
$225K 0.01%
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592
$224K 0.01%
19,471
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$223K 0.01%
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594
$218K 0.01%
12,700
595
$214K 0.01%
26,500
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596
$207K 0.01%
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597
$207K 0.01%
3,786
-10,623
598
$206K 0.01%
17,570
599
$205K 0.01%
1,028
+16
600
$203K 0.01%
3,812
+2
22 23
24
25 26