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
1751
$106 ﹤0.01%
12
1752
$105 ﹤0.01%
1,500
1753
$105 ﹤0.01%
3,000
1754
$103 ﹤0.01%
5,500
1755
$101 ﹤0.01%
+1
1756
$101 ﹤0.01%
+25
1757
$101 ﹤0.01%
1,400
1758
$100 ﹤0.01%
2,500
1759
$98 ﹤0.01%
2,500
1760
$94 ﹤0.01%
2,700
1761
$93 ﹤0.01%
+100
1762
$90 ﹤0.01%
3,000
1763
$85 ﹤0.01%
2
-1,300
1764
$85 ﹤0.01%
1,250
-3,800
1765
$81 ﹤0.01%
2,500
1766
$81 ﹤0.01%
4,046
-10,000
1767
$80 ﹤0.01%
1,006
1768
$76 ﹤0.01%
7,589
1769
$76 ﹤0.01%
1,666
1770
$70 ﹤0.01%
+350
1771
$69 ﹤0.01%
1,250
1772
$67 ﹤0.01%
1,666
1773
$65 ﹤0.01%
1,250
1774
$60 ﹤0.01%
+1,194
1775
$60 ﹤0.01%
2,000
69 70
71
72 73