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
1451
$1.45K ﹤0.01%
20
1452
$1.43K ﹤0.01%
10,050
-100
1453
$1.43K ﹤0.01%
100
1454
$1.42K ﹤0.01%
+85
1455
$1.41K ﹤0.01%
17,542
1456
$1.4K ﹤0.01%
8
1457
$1.4K ﹤0.01%
12,612
-13,788
1458
$1.39K ﹤0.01%
50
1459
$1.38K ﹤0.01%
24,976
1460
$1.38K ﹤0.01%
28
1461
$1.38K ﹤0.01%
12,552
1462
$1.38K ﹤0.01%
287
1463
$1.36K ﹤0.01%
+42
1464
$1.36K ﹤0.01%
22,628
1465
$1.35K ﹤0.01%
45,000
1466
$1.35K ﹤0.01%
42
1467
$1.35K ﹤0.01%
135
1468
$1.33K ﹤0.01%
32,000
1469
$1.33K ﹤0.01%
13,300
-1,700
1470
$1.3K ﹤0.01%
13,332
1471
$1.28K ﹤0.01%
72
+37
1472
$1.27K ﹤0.01%
+63
1473
$1.27K ﹤0.01%
24
-35
1474
$1.26K ﹤0.01%
7,650
1475
$1.25K ﹤0.01%
+25
57 58
59
60 61