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
1176
$10.4K ﹤0.01%
1,000
1177
$10.3K ﹤0.01%
31
1178
$10.3K ﹤0.01%
+313
1179
$10.2K ﹤0.01%
66
1180
$10K ﹤0.01%
306
+2
1181
$10K ﹤0.01%
750
1182
$10K ﹤0.01%
108
1183
$10K ﹤0.01%
420
-33
1184
$9.92K ﹤0.01%
410
1185
$9.73K ﹤0.01%
300
1186
$9.72K ﹤0.01%
37,107
-20,000
1187
$9.36K ﹤0.01%
+950
1188
$9.34K ﹤0.01%
+215
1189
$9.24K ﹤0.01%
200
1190
$9.18K ﹤0.01%
200
1191
$9.13K ﹤0.01%
220
1192
$9.12K ﹤0.01%
514
1193
$9.12K ﹤0.01%
91
+51
1194
$9.08K ﹤0.01%
+125
1195
$9.06K ﹤0.01%
310
1196
$9.03K ﹤0.01%
345
-555
1197
$8.97K ﹤0.01%
75
-5
1198
$8.96K ﹤0.01%
214
-18
1199
$8.95K ﹤0.01%
101
1200
$8.79K ﹤0.01%
43
46 47
48
49 50