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
1651
$304 ﹤0.01%
+70
1652
$304 ﹤0.01%
80
1653
$302 ﹤0.01%
+3
1654
$301 ﹤0.01%
+100
1655
$298 ﹤0.01%
+4
1656
$297 ﹤0.01%
+1
1657
$296 ﹤0.01%
7,900
1658
$290 ﹤0.01%
15
-150
1659
$288 ﹤0.01%
2,500
1660
$287 ﹤0.01%
16
1661
$287 ﹤0.01%
1,832
1662
$275 ﹤0.01%
2,500
1663
$273 ﹤0.01%
5,050
1664
$267 ﹤0.01%
50
1665
$264 ﹤0.01%
+150
1666
$264 ﹤0.01%
8,600
1667
$264 ﹤0.01%
645
1668
$261 ﹤0.01%
+25
1669
$249 ﹤0.01%
+4
1670
$248 ﹤0.01%
2,067
1671
$244 ﹤0.01%
15
1672
$243 ﹤0.01%
3,000
1673
$243 ﹤0.01%
3,350
1674
$242 ﹤0.01%
1,673
1675
$241 ﹤0.01%
+95
65 66
67
68 69