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
651
$162K ﹤0.01%
197
+40
652
$162K ﹤0.01%
980
+161
653
$162K ﹤0.01%
613
-3
654
$162K ﹤0.01%
4,300
655
$160K ﹤0.01%
11,000
-1,740
656
$159K ﹤0.01%
2,085
-605
657
$157K ﹤0.01%
25,590
658
$157K ﹤0.01%
5,900
-1,000
659
$155K ﹤0.01%
4,164
+836
660
$155K ﹤0.01%
2,576
-47
661
$153K ﹤0.01%
4,100
662
$149K ﹤0.01%
+35,087
663
$149K ﹤0.01%
5,330
664
$148K ﹤0.01%
8,110
-268,123
665
$146K ﹤0.01%
1,679
-29
666
$146K ﹤0.01%
2,016
667
$145K ﹤0.01%
2,937
+2
668
$145K ﹤0.01%
3,089
+521
669
$144K ﹤0.01%
12,227
670
$143K ﹤0.01%
4,506
+21
671
$139K ﹤0.01%
5,597
672
$139K ﹤0.01%
3,400
+300
673
$138K ﹤0.01%
2,210
674
$138K ﹤0.01%
200
-1
675
$136K ﹤0.01%
1,783
25 26
27
28 29