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
1151
$11.6K ﹤0.01%
100
-6
1152
$11.6K ﹤0.01%
168
-116
1153
$11.5K ﹤0.01%
630
1154
$11.4K ﹤0.01%
302
1155
$11.4K ﹤0.01%
100
1156
$11.3K ﹤0.01%
710
1157
$11.3K ﹤0.01%
280
1158
$11.2K ﹤0.01%
256
1159
$11.2K ﹤0.01%
10,100
-883
1160
$11.1K ﹤0.01%
2
1161
$11.1K ﹤0.01%
1,000
1162
$11.1K ﹤0.01%
82
-28
1163
$11K ﹤0.01%
1,000
1164
$10.9K ﹤0.01%
74
1165
$10.9K ﹤0.01%
342
+117
1166
$10.9K ﹤0.01%
97
-6
1167
$10.8K ﹤0.01%
77
1168
$10.8K ﹤0.01%
250
1169
$10.8K ﹤0.01%
939
1170
$10.8K ﹤0.01%
550
+500
1171
$10.7K ﹤0.01%
152
1172
$10.7K ﹤0.01%
270
1173
$10.7K ﹤0.01%
4,000
1174
$10.6K ﹤0.01%
267
1175
$10.5K ﹤0.01%
410
45 46
47
48 49