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
726
$96K ﹤0.01%
2,747
727
$95.7K ﹤0.01%
1,014
+85
728
$94.8K ﹤0.01%
2,995
729
$94.2K ﹤0.01%
4,550
-100
730
$94.1K ﹤0.01%
1,173
731
$93.9K ﹤0.01%
3,600
-77,820
732
$92.6K ﹤0.01%
17,338
733
$92.5K ﹤0.01%
7,609
734
$92.1K ﹤0.01%
6,000
+3,000
735
$91.9K ﹤0.01%
+3,931
736
$91.6K ﹤0.01%
2,811
737
$91.5K ﹤0.01%
199
-3
738
$91.1K ﹤0.01%
2,005
-500
739
$90.8K ﹤0.01%
700
740
$90.5K ﹤0.01%
13,800
-5,411
741
$90.2K ﹤0.01%
1,781
742
$90.1K ﹤0.01%
1,514
743
$90K ﹤0.01%
4,294
+230
744
$89.9K ﹤0.01%
+3,607
745
$89.7K ﹤0.01%
1,150
746
$89.7K ﹤0.01%
1,636
747
$89.1K ﹤0.01%
1,085
+83
748
$89K ﹤0.01%
1,205
749
$87.1K ﹤0.01%
128
750
$87.1K ﹤0.01%
1,250
28 29
30
31 32