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
901
$40.9K ﹤0.01%
1,464
902
$40.7K ﹤0.01%
2,087
-1,000
903
$40.2K ﹤0.01%
594
904
$39.1K ﹤0.01%
+707
905
$39.1K ﹤0.01%
400
-6
906
$38.8K ﹤0.01%
1,590
+345
907
$38.7K ﹤0.01%
600
908
$38.7K ﹤0.01%
991
+108
909
$38.6K ﹤0.01%
1,000
-500
910
$38.1K ﹤0.01%
3,000
-3,569
911
$37.9K ﹤0.01%
+500
912
$37.6K ﹤0.01%
3,000
913
$37.2K ﹤0.01%
3,697
+1,000
914
$36.9K ﹤0.01%
2,046
+3
915
$36.6K ﹤0.01%
550
-8
916
$36.3K ﹤0.01%
3,300
-8,770
917
$35.9K ﹤0.01%
4,000
918
$35.8K ﹤0.01%
554
+21
919
$35.7K ﹤0.01%
1,786
920
$35.6K ﹤0.01%
300
921
$35.2K ﹤0.01%
600
922
$35.1K ﹤0.01%
206
923
$35.1K ﹤0.01%
601
924
$35K ﹤0.01%
496
925
$34.9K ﹤0.01%
639