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
126
$5.58M 0.16%
401,410
-20,870
127
$5.49M 0.16%
32,961
-608
128
$5.41M 0.15%
51,943
-625
129
$5.31M 0.15%
101,924
-4,280
130
$5.28M 0.15%
203,936
+2,488
131
$5.26M 0.15%
194,036
-79,360
132
$5.23M 0.15%
83,921
-60,145
133
$5.19M 0.15%
38,356
+2,045
134
$5.17M 0.15%
83,456
-44,936
135
$5.14M 0.15%
99,026
-3,013
136
$5.12M 0.15%
14,389
-453
137
$5.09M 0.14%
331,550
-92,470
138
$5.02M 0.14%
248,890
-45,030
139
$4.82M 0.14%
572,830
+121,350
140
$4.61M 0.13%
90,535
+47,929
141
$4.6M 0.13%
195,621
-110,548
142
$4.57M 0.13%
60,092
-508
143
$4.54M 0.13%
31,401
-52
144
$4.49M 0.13%
115,553
+466
145
$4.47M 0.13%
44,083
-513
146
$4.46M 0.13%
41,951
+135
147
$4.21M 0.12%
21,054
+36
148
$4.18M 0.12%
139,750
-3,277
149
$4.17M 0.12%
17,047
-188
150
$4.11M 0.12%
57,456
+100
4 5
6
7 8