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
1576
$564 ﹤0.01%
6,000
1577
$560 ﹤0.01%
28,000
1578
$560 ﹤0.01%
4,663
1579
$559 ﹤0.01%
+15
1580
$558 ﹤0.01%
+100
1581
$553 ﹤0.01%
14,004
1582
$552 ﹤0.01%
6,132
1583
$544 ﹤0.01%
75
-325
1584
$544 ﹤0.01%
4,550
1585
$538 ﹤0.01%
10,754
1586
$525 ﹤0.01%
5,000
1587
$520 ﹤0.01%
3,190
-702
1588
$513 ﹤0.01%
+150
1589
$513 ﹤0.01%
5,400
1590
$504 ﹤0.01%
+400
1591
$500 ﹤0.01%
+60
1592
$500 ﹤0.01%
10,000
1593
$496 ﹤0.01%
6,204
1594
$489 ﹤0.01%
+50
1595
$482 ﹤0.01%
58
1596
$481 ﹤0.01%
3,000
-15,269
1597
$480 ﹤0.01%
390
+310
1598
$479 ﹤0.01%
6,450
1599
$469 ﹤0.01%
3,750
1600
$468 ﹤0.01%
+15
62 63
64
65 66