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
1676
$239 ﹤0.01%
123
1677
$238 ﹤0.01%
+4
1678
$237 ﹤0.01%
20
1679
$235 ﹤0.01%
+50
1680
$231 ﹤0.01%
2,200
1681
$230 ﹤0.01%
10
1682
$230 ﹤0.01%
1,500
-100
1683
$226 ﹤0.01%
59
-90
1684
$226 ﹤0.01%
4,563
1685
$226 ﹤0.01%
2,600
1686
$225 ﹤0.01%
+16
1687
$225 ﹤0.01%
2,500
1688
$223 ﹤0.01%
4,366
1689
$220 ﹤0.01%
8,006
1690
$220 ﹤0.01%
1,575
-200
1691
$219 ﹤0.01%
+8
1692
$218 ﹤0.01%
200
1693
$218 ﹤0.01%
10
1694
$217 ﹤0.01%
+34
1695
$216 ﹤0.01%
3,750
1696
$215 ﹤0.01%
+100
1697
$215 ﹤0.01%
5,000
1698
$214 ﹤0.01%
+100
1699
$210 ﹤0.01%
8,400
1700
$209 ﹤0.01%
1,550
66 67
68
69 70