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
951
$31.1K ﹤0.01%
490
-9
952
$31.1K ﹤0.01%
+57
953
$31K ﹤0.01%
435
954
$30.6K ﹤0.01%
20
+10
955
$30.6K ﹤0.01%
100
+98
956
$30.4K ﹤0.01%
149
+65
957
$30.4K ﹤0.01%
210
+55
958
$30.3K ﹤0.01%
218
959
$30.3K ﹤0.01%
327
-152
960
$30K ﹤0.01%
600
-18
961
$30K ﹤0.01%
1,280
962
$30K ﹤0.01%
3,500
963
$29.9K ﹤0.01%
1,865
-42,510
964
$29.8K ﹤0.01%
548
-454
965
$29.6K ﹤0.01%
100
966
$29.5K ﹤0.01%
362
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967
$29.5K ﹤0.01%
1,325
968
$29.4K ﹤0.01%
663
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969
$29.2K ﹤0.01%
250
970
$29.1K ﹤0.01%
470
971
$29.1K ﹤0.01%
1,636
972
$29.1K ﹤0.01%
47
973
$29K ﹤0.01%
692
974
$29K ﹤0.01%
1,100
-6,100
975
$28.9K ﹤0.01%
660
37 38
39
40 41