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
876
$45K ﹤0.01%
326
+95
877
$44.9K ﹤0.01%
1,888
+1,500
878
$44.9K ﹤0.01%
654
879
$44.8K ﹤0.01%
1,021
+750
880
$44.6K ﹤0.01%
325
-935
881
$44.5K ﹤0.01%
+1,450
882
$43.9K ﹤0.01%
460
883
$43.8K ﹤0.01%
1,579
884
$43.8K ﹤0.01%
2,000
+500
885
$43.5K ﹤0.01%
110
+97
886
$43.3K ﹤0.01%
900
887
$43K ﹤0.01%
430
888
$42.9K ﹤0.01%
8,400
889
$42.9K ﹤0.01%
167
890
$42.7K ﹤0.01%
1,535
891
$42.6K ﹤0.01%
731
+128
892
$42.6K ﹤0.01%
175
893
$42.3K ﹤0.01%
1,327
894
$42.3K ﹤0.01%
1,400
895
$42.2K ﹤0.01%
4,298
896
$41.7K ﹤0.01%
711
897
$41.5K ﹤0.01%
5,000
898
$41.4K ﹤0.01%
752
+252
899
$41.3K ﹤0.01%
600
-5
900
$41.2K ﹤0.01%
170
34 35
36
37 38