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
1426
$1.71K ﹤0.01%
51
+24
1427
$1.7K ﹤0.01%
908
1428
$1.7K ﹤0.01%
10,000
1429
$1.7K ﹤0.01%
103
+66
1430
$1.68K ﹤0.01%
+27
1431
$1.67K ﹤0.01%
19,700
-10,700
1432
$1.65K ﹤0.01%
27
1433
$1.64K ﹤0.01%
71,000
1434
$1.62K ﹤0.01%
947
1435
$1.62K ﹤0.01%
52,800
1436
$1.61K ﹤0.01%
+155
1437
$1.61K ﹤0.01%
20,213
1438
$1.57K ﹤0.01%
+35
1439
$1.57K ﹤0.01%
75
1440
$1.56K ﹤0.01%
+100
1441
$1.53K ﹤0.01%
50
1442
$1.53K ﹤0.01%
50
1443
$1.53K ﹤0.01%
22,089
-700
1444
$1.51K ﹤0.01%
16,773
1445
$1.51K ﹤0.01%
68
1446
$1.5K ﹤0.01%
33
1447
$1.5K ﹤0.01%
+185
1448
$1.48K ﹤0.01%
100
1449
$1.47K ﹤0.01%
575
1450
$1.46K ﹤0.01%
+36
56 57
58
59 60