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
826
$57.6K ﹤0.01%
1,750
827
$57K ﹤0.01%
5,650
-500
828
$56.9K ﹤0.01%
2,076
829
$56.8K ﹤0.01%
430
-5
830
$56.6K ﹤0.01%
1,121
831
$56.4K ﹤0.01%
1,850
+1,250
832
$56.2K ﹤0.01%
163
-64
833
$56K ﹤0.01%
1,600
834
$55.6K ﹤0.01%
423
-100
835
$54.9K ﹤0.01%
360
836
$54.4K ﹤0.01%
700
837
$54.4K ﹤0.01%
749
-1,596
838
$54.1K ﹤0.01%
1,200
839
$54K ﹤0.01%
3,798
840
$53.4K ﹤0.01%
450
841
$53.1K ﹤0.01%
9,334
-64
842
$53K ﹤0.01%
1,065
843
$52.9K ﹤0.01%
3,750
844
$52.9K ﹤0.01%
681
845
$52.7K ﹤0.01%
253
846
$52.4K ﹤0.01%
864
847
$52.3K ﹤0.01%
6,000
848
$52.2K ﹤0.01%
800
-509
849
$51.9K ﹤0.01%
723
850
$51.5K ﹤0.01%
895
32 33
34
35 36