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
1076
$18.2K ﹤0.01%
62
-2
1077
$18K ﹤0.01%
400
1078
$17.9K ﹤0.01%
+1,239
1079
$17.9K ﹤0.01%
1,000
1080
$17.7K ﹤0.01%
280
-49,430
1081
$17.7K ﹤0.01%
3,900
1082
$17.4K ﹤0.01%
260
+237
1083
$17.3K ﹤0.01%
943
1084
$17.3K ﹤0.01%
875
-27
1085
$17.3K ﹤0.01%
366
1086
$17K ﹤0.01%
1,000
1087
$16.9K ﹤0.01%
387
-1,839
1088
$16.9K ﹤0.01%
1,000
1089
$16.8K ﹤0.01%
842
-761
1090
$16.7K ﹤0.01%
200
1091
$16.6K ﹤0.01%
600
1092
$16.5K ﹤0.01%
+223
1093
$16.3K ﹤0.01%
324
+75
1094
$16.3K ﹤0.01%
138
-689
1095
$16.2K ﹤0.01%
200
1096
$16.1K ﹤0.01%
1,250
1097
$15.9K ﹤0.01%
1,000
1098
$15.8K ﹤0.01%
1,253
1099
$15.8K ﹤0.01%
177
1100
$15.6K ﹤0.01%
800
42 43
44
45 46