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
626
$184K 0.01%
1,901
627
$183K 0.01%
1,812
+389
628
$183K 0.01%
15,000
629
$183K 0.01%
715
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630
$183K 0.01%
12,509
631
$182K 0.01%
29,424
-1,351
632
$180K 0.01%
3,125
+230
633
$178K 0.01%
3,565
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634
$178K 0.01%
1,932
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635
$177K 0.01%
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636
$177K 0.01%
3,340
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637
$176K 0.01%
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638
$175K 0.01%
7,382
639
$174K ﹤0.01%
2,160
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640
$173K ﹤0.01%
1,987
+89
641
$173K ﹤0.01%
3,825
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642
$173K ﹤0.01%
1,475
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643
$172K ﹤0.01%
15,445
644
$170K ﹤0.01%
13,450
645
$167K ﹤0.01%
873
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646
$166K ﹤0.01%
17,675
647
$164K ﹤0.01%
2,800
648
$163K ﹤0.01%
2,000
649
$163K ﹤0.01%
1,254
650
$162K ﹤0.01%
2,797
24 25
26
27 28