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
676
$135K ﹤0.01%
6,937
677
$133K ﹤0.01%
1,801
-117
678
$133K ﹤0.01%
1,137
+145
679
$133K ﹤0.01%
4,200
-300
680
$131K ﹤0.01%
2,598
-143
681
$131K ﹤0.01%
15,989
682
$131K ﹤0.01%
793
+16
683
$130K ﹤0.01%
986
684
$130K ﹤0.01%
1,700
685
$129K ﹤0.01%
653
686
$127K ﹤0.01%
500
687
$127K ﹤0.01%
1,268
+3
688
$127K ﹤0.01%
2,779
+12
689
$127K ﹤0.01%
1,829
+103
690
$126K ﹤0.01%
1,204
691
$125K ﹤0.01%
1,877
+172
692
$125K ﹤0.01%
16,399
-1,761
693
$123K ﹤0.01%
875
694
$123K ﹤0.01%
1,426
+802
695
$123K ﹤0.01%
1,334
696
$122K ﹤0.01%
4,750
-3,637
697
$120K ﹤0.01%
3,900
-950
698
$120K ﹤0.01%
601
+11
699
$119K ﹤0.01%
1,665
+390
700
$119K ﹤0.01%
5,500
26 27
28
29 30