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
1276
$5.75K ﹤0.01%
100
1277
$5.68K ﹤0.01%
500
1278
$5.67K ﹤0.01%
70
+5
1279
$5.61K ﹤0.01%
107
1280
$5.6K ﹤0.01%
88
+58
1281
$5.53K ﹤0.01%
57
-71
1282
$5.47K ﹤0.01%
+107
1283
$5.39K ﹤0.01%
200
1284
$5.38K ﹤0.01%
319
1285
$5.37K ﹤0.01%
100
-202,143
1286
$5.33K ﹤0.01%
28
-68
1287
$5.29K ﹤0.01%
30
1288
$5.23K ﹤0.01%
600
-815
1289
$5.14K ﹤0.01%
215
1290
$5.14K ﹤0.01%
1,000
-290
1291
$5.04K ﹤0.01%
100
1292
$4.99K ﹤0.01%
18
1293
$4.99K ﹤0.01%
200
1294
$4.96K ﹤0.01%
27
1295
$4.94K ﹤0.01%
486
1296
$4.91K ﹤0.01%
43
-1,032
1297
$4.87K ﹤0.01%
1,580
+80
1298
$4.83K ﹤0.01%
128
1299
$4.79K ﹤0.01%
25
1300
$4.64K ﹤0.01%
1