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
1251
$6.6K ﹤0.01%
61
1252
$6.6K ﹤0.01%
133
1253
$6.55K ﹤0.01%
+143
1254
$6.54K ﹤0.01%
1,522
1255
$6.49K ﹤0.01%
111
1256
$6.43K ﹤0.01%
333
1257
$6.4K ﹤0.01%
2,000
1258
$6.38K ﹤0.01%
284
1259
$6.34K ﹤0.01%
195
1260
$6.31K ﹤0.01%
30
+3
1261
$6.3K ﹤0.01%
1,579
1262
$6.29K ﹤0.01%
533
1263
$6.24K ﹤0.01%
582
+107
1264
$6.23K ﹤0.01%
330
1265
$6.19K ﹤0.01%
37
1266
$6.16K ﹤0.01%
85
1267
$6.16K ﹤0.01%
175
1268
$6.15K ﹤0.01%
1,386
1269
$6.08K ﹤0.01%
95
1270
$5.98K ﹤0.01%
300
+50
1271
$5.91K ﹤0.01%
200
1272
$5.9K ﹤0.01%
49
+26
1273
$5.85K ﹤0.01%
48,009
-1,300
1274
$5.81K ﹤0.01%
84
1275
$5.79K ﹤0.01%
108
49 50
51
52 53