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
1776
$57 ﹤0.01%
+10
1777
$54 ﹤0.01%
2,725
1778
$51 ﹤0.01%
2,000
1779
$51 ﹤0.01%
13
1780
$49 ﹤0.01%
1,000
1781
$48 ﹤0.01%
36
1782
$39 ﹤0.01%
11
1783
$38 ﹤0.01%
38
1784
$38 ﹤0.01%
420
1785
$35 ﹤0.01%
11,585
1786
$34 ﹤0.01%
687
1787
$32 ﹤0.01%
1,000
1788
$31 ﹤0.01%
28
1789
$29 ﹤0.01%
2,607
1790
$28 ﹤0.01%
6,700
1791
$26 ﹤0.01%
1,500
1792
$22 ﹤0.01%
467
-200
1793
$22 ﹤0.01%
2,500
1794
$17 ﹤0.01%
2,529
1795
$16 ﹤0.01%
103
1796
– –
0
1797
$14 ﹤0.01%
2
1798
$14 ﹤0.01%
16
+6
1799
$11 ﹤0.01%
100
1800
$3 ﹤0.01%
2,544,675
70 71
72
73 74