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
1626
$375 ﹤0.01%
+300
1627
$372 ﹤0.01%
2,500
1628
$370 ﹤0.01%
21,750
-500
1629
$363 ﹤0.01%
2,800
1630
$358 ﹤0.01%
8,150
1631
$357 ﹤0.01%
22
1632
$351 ﹤0.01%
1,950
-550
1633
$350 ﹤0.01%
10,000
1634
$350 ﹤0.01%
5,000
1635
$340 ﹤0.01%
+30
1636
$339 ﹤0.01%
+100
1637
$338 ﹤0.01%
8,403
1638
$335 ﹤0.01%
50
1639
$333 ﹤0.01%
3,175
1640
$333 ﹤0.01%
6,139
1641
$330 ﹤0.01%
+13
1642
$329 ﹤0.01%
+224
1643
$327 ﹤0.01%
+10
1644
$324 ﹤0.01%
2,950
1645
$319 ﹤0.01%
6,250
1646
$313 ﹤0.01%
2,500
1647
$312 ﹤0.01%
2,249
-1
1648
$307 ﹤0.01%
3,100
1649
$307 ﹤0.01%
5,589
1650
$306 ﹤0.01%
9,400
64 65
66
67 68