AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
2,283
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 21.24%
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
926
$34.6K ﹤0.01%
1,099
-1,056
927
$34.4K ﹤0.01%
900
928
$34.3K ﹤0.01%
656
+575
929
$34.2K ﹤0.01%
1,576
930
$33.7K ﹤0.01%
2,500
931
$33.7K ﹤0.01%
800
932
$33.6K ﹤0.01%
720
933
$33.6K ﹤0.01%
1,075
934
$33.6K ﹤0.01%
400
935
$33.4K ﹤0.01%
+900
936
$33.3K ﹤0.01%
154
+51
937
$33.3K ﹤0.01%
828
938
$33.2K ﹤0.01%
350
-7
939
$33.1K ﹤0.01%
3,050
940
$33K ﹤0.01%
266
+46
941
$32.9K ﹤0.01%
+400
942
$32.7K ﹤0.01%
1,064
+200
943
$32.2K ﹤0.01%
+163
944
$32K ﹤0.01%
12,060
+5,060
945
$31.8K ﹤0.01%
358
946
$31.5K ﹤0.01%
6,198
-189,409
947
$31.4K ﹤0.01%
978
948
$31.4K ﹤0.01%
150
949
$31.4K ﹤0.01%
1,539
950
$31.3K ﹤0.01%
600
36 37
38
39 40