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
1726
$154 ﹤0.01%
1,450
1727
$150 ﹤0.01%
3,200
1728
$149 ﹤0.01%
1,219
1729
$146 ﹤0.01%
14,600
1730
$143 ﹤0.01%
1,704
1731
$139 ﹤0.01%
+7
1732
$137 ﹤0.01%
+16
1733
$134 ﹤0.01%
1,400
1734
$133 ﹤0.01%
+25
1735
$130 ﹤0.01%
4,300
1736
$128 ﹤0.01%
5
1737
$125 ﹤0.01%
10,979
+1,000
1738
$123 ﹤0.01%
2,500
1739
$119 ﹤0.01%
8
1740
$119 ﹤0.01%
2,000
1741
$117 ﹤0.01%
1,350
1742
$115 ﹤0.01%
2,500
1743
– –
0
1744
$113 ﹤0.01%
3,149
+449
1745
$112 ﹤0.01%
+2,250
1746
$111 ﹤0.01%
1,104
1747
$111 ﹤0.01%
87
1748
$110 ﹤0.01%
1,666
1749
– –
0
1750
$106 ﹤0.01%
+200
68 69
70
71 72