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
1201
$8.65K ﹤0.01%
361
1202
$8.55K ﹤0.01%
611
+323
1203
$8.54K ﹤0.01%
300
1204
$8.49K ﹤0.01%
150
1205
$8.48K ﹤0.01%
74
-7
1206
$8.47K ﹤0.01%
1,068
1207
$8.46K ﹤0.01%
120
+1
1208
$8.43K ﹤0.01%
100
-177
1209
$8.43K ﹤0.01%
251
1210
$8.41K ﹤0.01%
750
1211
$8.36K ﹤0.01%
206
1212
$8.33K ﹤0.01%
642
1213
$8.29K ﹤0.01%
262
+100
1214
$8.28K ﹤0.01%
101
+12
1215
$8.21K ﹤0.01%
250
1216
$8.18K ﹤0.01%
150
1217
$8.1K ﹤0.01%
308
1218
$8.06K ﹤0.01%
100
1219
$8.05K ﹤0.01%
176
1220
$8.05K ﹤0.01%
55
1221
$8.03K ﹤0.01%
+439
1222
$8.01K ﹤0.01%
270
+3
1223
$8K ﹤0.01%
68
1224
$7.92K ﹤0.01%
54
-1,000
1225
$7.87K ﹤0.01%
100
47 48
49
50 51