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
1526
$785 ﹤0.01%
+6,000
1527
$778 ﹤0.01%
200
-11,675
1528
$760 ﹤0.01%
+149
1529
$758 ﹤0.01%
117
1530
$757 ﹤0.01%
+34
1531
$755 ﹤0.01%
5,200
1532
$750 ﹤0.01%
15,000
1533
$728 ﹤0.01%
52
1534
$728 ﹤0.01%
+21
1535
$728 ﹤0.01%
89
+62
1536
$728 ﹤0.01%
10,000
1537
$723 ﹤0.01%
+78
1538
$721 ﹤0.01%
+100
1539
$714 ﹤0.01%
2,000
1540
$707 ﹤0.01%
+275
1541
$700 ﹤0.01%
3,332
1542
$699 ﹤0.01%
5,000
1543
$692 ﹤0.01%
7,500
1544
$688 ﹤0.01%
8,600
1545
$687 ﹤0.01%
5,500
1546
$686 ﹤0.01%
200
1547
$682 ﹤0.01%
+250
1548
$680 ﹤0.01%
16,000
1549
$676 ﹤0.01%
7,718
1550
$673 ﹤0.01%
26
60 61
62
63 64