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
1326
$3.86K ﹤0.01%
401
-160
1327
$3.85K ﹤0.01%
250
1328
$3.83K ﹤0.01%
137
1329
$3.83K ﹤0.01%
+96
1330
$3.75K ﹤0.01%
14
1331
$3.74K ﹤0.01%
600
1332
$3.74K ﹤0.01%
28
1333
$3.72K ﹤0.01%
45
1334
$3.71K ﹤0.01%
56
1335
$3.61K ﹤0.01%
100
1336
$3.54K ﹤0.01%
85
-6,992
1337
$3.53K ﹤0.01%
+29
1338
$3.44K ﹤0.01%
+170
1339
$3.43K ﹤0.01%
100
1340
$3.42K ﹤0.01%
20
1341
$3.4K ﹤0.01%
634
1342
$3.39K ﹤0.01%
50
1343
$3.38K ﹤0.01%
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1344
$3.38K ﹤0.01%
300
1345
$3.37K ﹤0.01%
50
-687
1346
$3.37K ﹤0.01%
25
1347
$3.37K ﹤0.01%
125
1348
$3.24K ﹤0.01%
222
1349
$3.21K ﹤0.01%
116
-108
1350
$3.17K ﹤0.01%
+70
52 53
54
55 56