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
701
$118K ﹤0.01%
5,425
702
$117K ﹤0.01%
6,500
703
$115K ﹤0.01%
1,092
704
$114K ﹤0.01%
2,262
705
$114K ﹤0.01%
1,320
-84
706
$114K ﹤0.01%
4,722
707
$112K ﹤0.01%
1,780
708
$111K ﹤0.01%
476
709
$110K ﹤0.01%
2,210
+150
710
$109K ﹤0.01%
3,400
711
$108K ﹤0.01%
555
-5
712
$108K ﹤0.01%
1,261
713
$104K ﹤0.01%
1,133
-566
714
$104K ﹤0.01%
+8,500
715
$103K ﹤0.01%
2,977
716
$102K ﹤0.01%
10,000
-5,000
717
$101K ﹤0.01%
5,958
718
$99.7K ﹤0.01%
3,006
719
$99.6K ﹤0.01%
4,823
+54
720
$99.5K ﹤0.01%
3,349
721
$99.3K ﹤0.01%
4,998
722
$98.3K ﹤0.01%
1,050
723
$97.7K ﹤0.01%
704
+155
724
$96.3K ﹤0.01%
1,000
725
$96.1K ﹤0.01%
3,776
-135
27 28
29
30 31