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
801
$64.7K ﹤0.01%
960
802
$64.4K ﹤0.01%
588
-49
803
$63.8K ﹤0.01%
649
804
$63.2K ﹤0.01%
1,600
805
$63.2K ﹤0.01%
1,188
-18
806
$63K ﹤0.01%
1,600
807
$62.8K ﹤0.01%
5,699
808
$62.6K ﹤0.01%
300
-50
809
$61.8K ﹤0.01%
900
-2,146
810
$61.7K ﹤0.01%
2,304
811
$61.7K ﹤0.01%
2,483
812
$61.5K ﹤0.01%
1,065
-99,970
813
$61.2K ﹤0.01%
859
814
$61.1K ﹤0.01%
2,155
815
$61.1K ﹤0.01%
553
+453
816
$60K ﹤0.01%
548
817
$60K ﹤0.01%
285
-106
818
$59.9K ﹤0.01%
600
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819
$59.4K ﹤0.01%
1,024
+176
820
$59.1K ﹤0.01%
1,272
821
$58.8K ﹤0.01%
2,700
822
$58.2K ﹤0.01%
5,000
823
$58.1K ﹤0.01%
466
-9
824
$58K ﹤0.01%
585
-260
825
$57.9K ﹤0.01%
6,567
31 32
33
34 35