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
776
$77K ﹤0.01%
2,498
777
$76.6K ﹤0.01%
600
778
$75.7K ﹤0.01%
1,338
779
$75.3K ﹤0.01%
950
780
$73.8K ﹤0.01%
1,850
781
$73.1K ﹤0.01%
1,219
+300
782
$73K ﹤0.01%
5,000
783
$70.9K ﹤0.01%
+500
784
$70.4K ﹤0.01%
736
+1
785
$69K ﹤0.01%
660
-34,150
786
$68.8K ﹤0.01%
288
-302
787
$68.2K ﹤0.01%
568,552
-49,038
788
$67.9K ﹤0.01%
18
789
$67.5K ﹤0.01%
811
+186
790
$67.3K ﹤0.01%
425
791
$67.1K ﹤0.01%
1,969
792
$67K ﹤0.01%
241
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793
$66.9K ﹤0.01%
1,512
-158
794
$66.8K ﹤0.01%
812
-147
795
$66.7K ﹤0.01%
3,418
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796
$66.6K ﹤0.01%
500
797
$66.6K ﹤0.01%
1,939
-15
798
$65.8K ﹤0.01%
395
-7
799
$65.2K ﹤0.01%
340
800
$65K ﹤0.01%
820
30 31
32
33 34