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
151
$4.06M 0.12%
52,663
+2,495
152
$4.03M 0.11%
68,295
+44,810
153
$3.95M 0.11%
117,150
-700
154
$3.9M 0.11%
48,435
+4,219
155
$3.83M 0.11%
11,396
-649
156
$3.81M 0.11%
258,444
+258,245
157
$3.8M 0.11%
218,192
-12,374
158
$3.79M 0.11%
169,679
+111,750
159
$3.76M 0.11%
79,641
+23,945
160
$3.74M 0.11%
16,655
+751
161
$3.7M 0.11%
+356,580
162
$3.64M 0.1%
50,934
-85,220
163
$3.63M 0.1%
46,340
-641
164
$3.62M 0.1%
159,314
+40
165
$3.57M 0.1%
38,376
-17,619
166
$3.56M 0.1%
230,193
-500
167
$3.54M 0.1%
11,155
-3,050
168
$3.5M 0.1%
140,110
169
$3.48M 0.1%
4,725
+43
170
$3.46M 0.1%
45,317
-451
171
$3.45M 0.1%
149,809
+31,270
172
$3.45M 0.1%
147,232
-6,904
173
$3.38M 0.1%
44,450
-430
174
$3.36M 0.1%
55,218
+6,041
175
$3.36M 0.1%
32,105
-31
5 6
7
8 9