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
76
$9.03M 0.26%
124,081
+3,091
77
$8.99M 0.26%
228,132
+201,907
78
$8.92M 0.25%
475,765
+12,520
79
$8.84M 0.25%
169,175
-2,811
80
$8.73M 0.25%
41,404
-492
81
$8.42M 0.24%
20,564
-162
82
$8.32M 0.24%
86,060
-3,425
83
$8.25M 0.23%
75,268
+321
84
$8.07M 0.23%
273,813
+166,604
85
$8.01M 0.23%
161,788
+31,590
86
$7.83M 0.22%
78,957
+38,008
87
$7.62M 0.22%
93,429
-5,530
88
$7.6M 0.22%
57,035
-6,449
89
$7.53M 0.21%
184,638
+2,490
90
$7.52M 0.21%
186,226
+4,263
91
$7.48M 0.21%
165,517
+303
92
$7.45M 0.21%
76,125
-3,198
93
$7.29M 0.21%
433,370
+112,000
94
$7.26M 0.21%
157,416
+22,005
95
$7.12M 0.2%
260,255
+15,420
96
$6.85M 0.19%
174,835
-2,780
97
$6.8M 0.19%
375,109
+96,853
98
$6.76M 0.19%
391,912
+39,768
99
$6.76M 0.19%
183,780
+51,830
100
$6.74M 0.19%
33,008
-592
2 3
4
5 6