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
1501
$960 ﹤0.01%
116
1502
$949 ﹤0.01%
7,500
1503
$940 ﹤0.01%
21
1504
$939 ﹤0.01%
12,558
-40
1505
$934 ﹤0.01%
5,282
-100
1506
$925 ﹤0.01%
25,000
1507
$912 ﹤0.01%
9
1508
$904 ﹤0.01%
11,300
1509
$875 ﹤0.01%
39
1510
$873 ﹤0.01%
+25
1511
$864 ﹤0.01%
24,532
-200
1512
$860 ﹤0.01%
+53
1513
$845 ﹤0.01%
+30
1514
$841 ﹤0.01%
4,500
1515
$839 ﹤0.01%
20
1516
$834 ﹤0.01%
+51
1517
$832 ﹤0.01%
36
1518
$832 ﹤0.01%
23,040
1519
$831 ﹤0.01%
5,032
1520
$808 ﹤0.01%
20,000
1521
$792 ﹤0.01%
4,400
-5,600
1522
$791 ﹤0.01%
+75
1523
$787 ﹤0.01%
+6,293
1524
$787 ﹤0.01%
15,000
1525
$786 ﹤0.01%
+5,050
59 60
61
62 63