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
1101
$15.5K ﹤0.01%
500
1102
$15.3K ﹤0.01%
108
1103
$15.3K ﹤0.01%
398
-120
1104
$15.3K ﹤0.01%
185
1105
$15.3K ﹤0.01%
163
-228
1106
$15.2K ﹤0.01%
122
-3
1107
$15.2K ﹤0.01%
450
1108
$15.1K ﹤0.01%
1,861
-1,101
1109
$15.1K ﹤0.01%
2,500
1110
$15.1K ﹤0.01%
200
1111
$15K ﹤0.01%
+176
1112
$14.8K ﹤0.01%
366
+200
1113
$14.8K ﹤0.01%
1,300
1114
$14.7K ﹤0.01%
183
1115
$14.7K ﹤0.01%
625
+25
1116
$14.6K ﹤0.01%
+1,657
1117
$14.5K ﹤0.01%
400
-200
1118
$14.4K ﹤0.01%
140
-100
1119
$14.2K ﹤0.01%
100
1120
$14.1K ﹤0.01%
290
1121
$14.1K ﹤0.01%
1,419
1122
$14.1K ﹤0.01%
728
+6
1123
$14K ﹤0.01%
158
+100
1124
$13.9K ﹤0.01%
541
+1
1125
$13.9K ﹤0.01%
1,565
+1,291
43 44
45
46 47