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
1401
$1.97K ﹤0.01%
100
1402
$1.97K ﹤0.01%
100
1403
$1.95K ﹤0.01%
16
1404
$1.94K ﹤0.01%
+50
1405
$1.91K ﹤0.01%
+40
1406
$1.89K ﹤0.01%
28,150
1407
$1.89K ﹤0.01%
+30
1408
$1.89K ﹤0.01%
25
-145
1409
$1.87K ﹤0.01%
44,500
1410
$1.86K ﹤0.01%
+88
1411
$1.85K ﹤0.01%
185
1412
$1.85K ﹤0.01%
479
1413
$1.82K ﹤0.01%
7,300
-1,200
1414
$1.82K ﹤0.01%
20
1415
$1.82K ﹤0.01%
21
1416
$1.81K ﹤0.01%
160
+75
1417
$1.78K ﹤0.01%
23,200
1418
$1.78K ﹤0.01%
17,646
-2
1419
$1.77K ﹤0.01%
176,695
1420
$1.76K ﹤0.01%
+100
1421
$1.75K ﹤0.01%
30,525
1422
$1.75K ﹤0.01%
59,000
1423
$1.74K ﹤0.01%
+100
1424
$1.73K ﹤0.01%
525
1425
$1.73K ﹤0.01%
20,339
55 56
57
58 59