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
1701
$205 ﹤0.01%
+50
1702
$204 ﹤0.01%
10,825
1703
$201 ﹤0.01%
65
1704
$200 ﹤0.01%
+40
1705
$199 ﹤0.01%
+50
1706
$199 ﹤0.01%
44
1707
$198 ﹤0.01%
6,325
1708
$198 ﹤0.01%
6,194
1709
$196 ﹤0.01%
+40
1710
$195 ﹤0.01%
6,500
1711
$194 ﹤0.01%
+200
1712
$191 ﹤0.01%
+100
1713
$190 ﹤0.01%
+50
1714
$189 ﹤0.01%
2,000
1715
$182 ﹤0.01%
5,200
1716
$181 ﹤0.01%
2,500
1717
$176 ﹤0.01%
1,259
1718
$175 ﹤0.01%
1,300
1719
$173 ﹤0.01%
1,050
1720
$164 ﹤0.01%
5,298
1721
$161 ﹤0.01%
+1,000
1722
$161 ﹤0.01%
188
1723
$160 ﹤0.01%
1,332
1724
$159 ﹤0.01%
2,600
1725
$156 ﹤0.01%
3,450
67 68
69
70 71