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
1226
$7.8K ﹤0.01%
225
-3,346
1227
$7.74K ﹤0.01%
172
+22
1228
$7.73K ﹤0.01%
88
+44
1229
$7.67K ﹤0.01%
136
1230
$7.63K ﹤0.01%
400
1231
$7.58K ﹤0.01%
257
1232
$7.52K ﹤0.01%
1,320
1233
$7.39K ﹤0.01%
189
1234
$7.39K ﹤0.01%
346
1235
$7.34K ﹤0.01%
175
-10
1236
$7.31K ﹤0.01%
23
1237
$7.25K ﹤0.01%
1,750
-871
1238
$7.18K ﹤0.01%
175
1239
$7.14K ﹤0.01%
230
1240
$7.01K ﹤0.01%
+84
1241
$6.97K ﹤0.01%
27
1242
$6.91K ﹤0.01%
148
1243
$6.9K ﹤0.01%
750
1244
$6.9K ﹤0.01%
253
-12
1245
$6.73K ﹤0.01%
294
+149
1246
$6.69K ﹤0.01%
90
-7
1247
$6.68K ﹤0.01%
21
-7
1248
$6.67K ﹤0.01%
100
-9
1249
$6.67K ﹤0.01%
277
1250
$6.64K ﹤0.01%
29
48 49
50
51 52