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
851
$51.2K ﹤0.01%
280
852
$50.9K ﹤0.01%
900
+375
853
$50.5K ﹤0.01%
329
+96
854
$50.3K ﹤0.01%
624
855
$50.2K ﹤0.01%
380
-5
856
$49.9K ﹤0.01%
334
+70
857
$49.9K ﹤0.01%
6,500
858
$49.8K ﹤0.01%
850
859
$49.6K ﹤0.01%
5,000
860
$49.1K ﹤0.01%
3,935
861
$48.7K ﹤0.01%
1,216
+556
862
$48.6K ﹤0.01%
1,424
+1,026
863
$48.2K ﹤0.01%
1,100
864
$47.9K ﹤0.01%
972
+509
865
$47.3K ﹤0.01%
2,000
866
$46.8K ﹤0.01%
4,000
867
$46.7K ﹤0.01%
538
868
$46.4K ﹤0.01%
8,000
869
$46.1K ﹤0.01%
357
870
$45.9K ﹤0.01%
452
871
$45.8K ﹤0.01%
915
872
$45.7K ﹤0.01%
+1,878
873
$45.5K ﹤0.01%
+1,850
874
$45.4K ﹤0.01%
1,091
875
$45.2K ﹤0.01%
+551
33 34
35
36 37