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
101
$6.65M 0.19%
75,743
-1,435
102
$6.57M 0.19%
334,423
+7,340
103
$6.48M 0.18%
409,703
-179,770
104
$6.38M 0.18%
28,286
+788
105
$6.33M 0.18%
63,232
+392
106
$6.33M 0.18%
148,951
+50,377
107
$6.23M 0.18%
61,522
+484
108
$6.22M 0.18%
81,591
+44,289
109
$6.11M 0.17%
2,303
-197
110
$6.1M 0.17%
19,002
-93
111
$6.05M 0.17%
69,597
-368
112
$6.01M 0.17%
218,568
113
$5.96M 0.17%
159,465
114
$5.93M 0.17%
213,610
+14,710
115
$5.89M 0.17%
155,389
+299
116
$5.85M 0.17%
42,380
+528
117
$5.76M 0.16%
132,428
+113,248
118
$5.75M 0.16%
28,584
+1,295
119
$5.71M 0.16%
90,434
+1,630
120
$5.65M 0.16%
331,249
-19,253
121
$5.64M 0.16%
114,831
+8,505
122
$5.61M 0.16%
484,204
+33,926
123
$5.61M 0.16%
31,552
124
$5.6M 0.16%
160,140
+100
125
$5.6M 0.16%
29,516
-227
3 4
5
6 7