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
1601
$465 ﹤0.01%
+9
1602
$464 ﹤0.01%
5
1603
$450 ﹤0.01%
+150
1604
$449 ﹤0.01%
12
1605
$449 ﹤0.01%
5
-1,050
1606
$433 ﹤0.01%
5,000
1607
$432 ﹤0.01%
21
-600
1608
$429 ﹤0.01%
+150
1609
$429 ﹤0.01%
5,050
1610
$428 ﹤0.01%
3,333
1611
$428 ﹤0.01%
6,000
1612
$425 ﹤0.01%
5,000
1613
$422 ﹤0.01%
8,800
1614
$419 ﹤0.01%
8,347
1615
$419 ﹤0.01%
+18
1616
$407 ﹤0.01%
+70
1617
$405 ﹤0.01%
50
1618
$400 ﹤0.01%
10,000
1619
$398 ﹤0.01%
1,364
-2,736
1620
$396 ﹤0.01%
4,800
1621
$392 ﹤0.01%
4,000
1622
$391 ﹤0.01%
+3,700
1623
$390 ﹤0.01%
6,000
1624
$390 ﹤0.01%
11,000
1625
$390 ﹤0.01%
3,000
63 64
65
66 67