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
1126
$13.8K ﹤0.01%
800
1127
$13.7K ﹤0.01%
71
1128
$13.6K ﹤0.01%
209
1129
$13.5K ﹤0.01%
203
1130
$13.5K ﹤0.01%
1,280
-500
1131
$13.1K ﹤0.01%
260
1132
$13K ﹤0.01%
4,000
1133
$12.9K ﹤0.01%
166
1134
$12.8K ﹤0.01%
270
1135
$12.8K ﹤0.01%
600
1136
$12.7K ﹤0.01%
168
1137
$12.7K ﹤0.01%
203
1138
$12.6K ﹤0.01%
+220
1139
$12.6K ﹤0.01%
205
-164
1140
$12.5K ﹤0.01%
375
-75
1141
$12.1K ﹤0.01%
+232
1142
$12.1K ﹤0.01%
300
1143
$12.1K ﹤0.01%
500
1144
$12.1K ﹤0.01%
34
1145
$12K ﹤0.01%
+624
1146
$12K ﹤0.01%
1,200
1147
$12K ﹤0.01%
347
1148
$11.9K ﹤0.01%
158
1149
$11.6K ﹤0.01%
200
-137
1150
$11.6K ﹤0.01%
827
+200
44 45
46
47 48