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
751
$86.6K ﹤0.01%
906
752
$85.4K ﹤0.01%
457
+110
753
$85.3K ﹤0.01%
376
754
$85.3K ﹤0.01%
7,396
755
$84.9K ﹤0.01%
1,393
+115
756
$84.6K ﹤0.01%
1,525
757
$84.4K ﹤0.01%
+10,000
758
$84K ﹤0.01%
500
759
$83.7K ﹤0.01%
9,730
-150
760
$83.5K ﹤0.01%
3,299
+200
761
$83.2K ﹤0.01%
+1,772
762
$82.6K ﹤0.01%
1,170
763
$81.1K ﹤0.01%
1,593
764
$81.1K ﹤0.01%
3,634
-500
765
$80.6K ﹤0.01%
3,825
766
$80.5K ﹤0.01%
260
+35
767
$80.4K ﹤0.01%
61
768
$80.2K ﹤0.01%
4,600
769
$80.1K ﹤0.01%
+222
770
$80K ﹤0.01%
1,311
771
$79.3K ﹤0.01%
+2,358
772
$79.1K ﹤0.01%
1,167
+50
773
$78.2K ﹤0.01%
3,579
+810
774
$77.1K ﹤0.01%
2,601
+1,000
775
$77K ﹤0.01%
6,100
29 30
31
32 33