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
1351
$3.07K ﹤0.01%
49
-33
1352
$3.07K ﹤0.01%
81
1353
$3.06K ﹤0.01%
22
-1,428
1354
$2.97K ﹤0.01%
1,500
1355
$2.95K ﹤0.01%
100
1356
$2.95K ﹤0.01%
+63
1357
$2.94K ﹤0.01%
100
1358
$2.94K ﹤0.01%
100
1359
$2.92K ﹤0.01%
45
+10
1360
$2.92K ﹤0.01%
+540
1361
$2.87K ﹤0.01%
25,263
-17,900
1362
$2.85K ﹤0.01%
100
1363
$2.84K ﹤0.01%
550
1364
$2.81K ﹤0.01%
+150
1365
$2.81K ﹤0.01%
310
-950
1366
$2.8K ﹤0.01%
12
-44
1367
$2.77K ﹤0.01%
56
1368
$2.71K ﹤0.01%
286
1369
$2.71K ﹤0.01%
22,450
-900
1370
$2.68K ﹤0.01%
33,458
1371
$2.6K ﹤0.01%
+100
1372
$2.6K ﹤0.01%
169
-169
1373
$2.59K ﹤0.01%
+1
1374
$2.59K ﹤0.01%
19,900
-100
1375
$2.55K ﹤0.01%
100
53 54
55
56 57