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
1476
$1.22K ﹤0.01%
8,166
1477
$1.21K ﹤0.01%
+125
1478
$1.21K ﹤0.01%
12,098
1479
$1.21K ﹤0.01%
+43
1480
$1.19K ﹤0.01%
4,360
1481
$1.19K ﹤0.01%
2,978
-8,622
1482
$1.18K ﹤0.01%
+100
1483
$1.15K ﹤0.01%
14,425
1484
$1.14K ﹤0.01%
9,900
-100
1485
$1.11K ﹤0.01%
2
1486
$1.11K ﹤0.01%
13,850
1487
$1.1K ﹤0.01%
+10
1488
$1.1K ﹤0.01%
9,997
-3
1489
$1.1K ﹤0.01%
10,450
1490
$1.09K ﹤0.01%
+110
1491
$1.08K ﹤0.01%
21,701
-4,133
1492
$1.06K ﹤0.01%
+75
1493
$1.05K ﹤0.01%
10,050
1494
$1.05K ﹤0.01%
9,632
1495
$1.04K ﹤0.01%
9,900
1496
$1.02K ﹤0.01%
1,225
1497
$1.01K ﹤0.01%
20,174
-10
1498
$1.01K ﹤0.01%
+14
1499
$1K ﹤0.01%
17,300
1500
$967 ﹤0.01%
10,749
58 59
60
61 62