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
976
$28.7K ﹤0.01%
360
977
$28.5K ﹤0.01%
630
978
$28.4K ﹤0.01%
260
-10,145
979
$28.3K ﹤0.01%
2,821
+720
980
$28.3K ﹤0.01%
400
981
$28.3K ﹤0.01%
1,338
982
$28K ﹤0.01%
260
+40
983
$27.9K ﹤0.01%
420
984
$27.6K ﹤0.01%
2,000
985
$27.4K ﹤0.01%
1,000
-300
986
$27.2K ﹤0.01%
1,368
987
$27.1K ﹤0.01%
10,000
988
$27K ﹤0.01%
1,000
989
$26.9K ﹤0.01%
+599
990
$26.8K ﹤0.01%
991
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991
$26.7K ﹤0.01%
398
992
$26.5K ﹤0.01%
2,613
993
$26.4K ﹤0.01%
2,400
+1,000
994
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500
995
$26.1K ﹤0.01%
73
996
$26K ﹤0.01%
254
997
$25.9K ﹤0.01%
409
-16
998
$25.7K ﹤0.01%
914
-13
999
$25.6K ﹤0.01%
661
+272
1000
$25.5K ﹤0.01%
377
+30
38 39
40
41 42