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
1376
$2.54K ﹤0.01%
666
1377
$2.54K ﹤0.01%
250
1378
$2.47K ﹤0.01%
16
1379
$2.46K ﹤0.01%
+28
1380
$2.46K ﹤0.01%
420
1381
$2.45K ﹤0.01%
50
1382
$2.43K ﹤0.01%
31
1383
$2.42K ﹤0.01%
200
1384
$2.4K ﹤0.01%
12,000
-22,200
1385
$2.38K ﹤0.01%
130
-33
1386
$2.36K ﹤0.01%
100
1387
$2.33K ﹤0.01%
+16
1388
$2.28K ﹤0.01%
7,200
1389
$2.24K ﹤0.01%
18,700
1390
$2.2K ﹤0.01%
94
1391
$2.19K ﹤0.01%
43,850
-2,250
1392
$2.18K ﹤0.01%
150
1393
$2.17K ﹤0.01%
25,470
-230
1394
$2.16K ﹤0.01%
6,340
-110
1395
$2.12K ﹤0.01%
200
1396
$2.07K ﹤0.01%
126
1397
$2.07K ﹤0.01%
25
1398
$2.05K ﹤0.01%
60
-257
1399
$2.04K ﹤0.01%
100
1400
$1.98K ﹤0.01%
1,450
54 55
56
57 58