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
51
$13.4M 0.38%
290,192
+162,470
52
$12.6M 0.36%
255,087
+84,120
53
$12.6M 0.36%
79,107
+3,340
54
$12.2M 0.35%
33,686
-3,895
55
$11.9M 0.34%
258,507
+46,540
56
$11.6M 0.33%
309,894
+3,957
57
$11M 0.31%
1,199,142
+195,710
58
$11M 0.31%
1,368,381
+405,183
59
$10.9M 0.31%
218,445
+600
60
$10.7M 0.3%
81,380
+3,273
61
$10.7M 0.3%
129,341
-502
62
$10.4M 0.3%
21,014
-950
63
$10.4M 0.3%
177,301
+11,725
64
$10.3M 0.29%
73,741
-411
65
$10.2M 0.29%
153,265
+3,332
66
$10.2M 0.29%
123,937
+4,592
67
$10.1M 0.29%
269,978
-116,241
68
$10.1M 0.29%
420,579
+186,185
69
$9.68M 0.27%
40,047
-911
70
$9.66M 0.27%
228,220
+117,887
71
$9.58M 0.27%
92,365
+2,265
72
$9.16M 0.26%
71,789
+3,644
73
$9.06M 0.26%
247,015
+66,041
74
$9.04M 0.26%
90,756
+1,726
75
$9.03M 0.26%
269,739
+269,498
1 2
3
4 5