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
1026
$22.3K ﹤0.01%
203
+66
1027
$22.2K ﹤0.01%
700
1028
$22.2K ﹤0.01%
+264
1029
$22.1K ﹤0.01%
+422
1030
$22.1K ﹤0.01%
818
-20
1031
$22K ﹤0.01%
325
-9
1032
$22K ﹤0.01%
529
+229
1033
$21.6K ﹤0.01%
560
1034
$21.4K ﹤0.01%
478
1035
$21.4K ﹤0.01%
1,150
-273
1036
$21.4K ﹤0.01%
471
1037
$21.3K ﹤0.01%
444
1038
$21.2K ﹤0.01%
+349
1039
$21.2K ﹤0.01%
3,000
1040
$21.2K ﹤0.01%
62
1041
$21.2K ﹤0.01%
1,400
1042
$21.1K ﹤0.01%
3,336
1043
$21.1K ﹤0.01%
516
1044
$20.9K ﹤0.01%
4,000
1045
$20.9K ﹤0.01%
390
1046
$20.7K ﹤0.01%
929
1047
$20.6K ﹤0.01%
1,103
+180
1048
$20.5K ﹤0.01%
4,312
1049
$20.5K ﹤0.01%
600
1050
$20.4K ﹤0.01%
624
40 41
42
43 44