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
1801
$2 ﹤0.01%
500
1802
– –
-9,038
1803
– –
-3,079
1804
– –
-8,104
1805
– –
-22,576
1806
– –
-50
1807
– –
-5,000
1808
– –
-5,400
1809
– –
-5,000
1810
– –
-75
1811
– –
-6,158
1812
– –
-1,194
1813
– –
-12,750
1814
– –
-7,000
1815
– –
-1,000
1816
– –
-5,000
1817
– –
-2,332
1818
– –
-48,400
1819
– –
-1,666
1820
– –
-2,000
1821
– –
-5,141
1822
– –
-300
1823
– –
-500
1824
– –
-250
1825
– –
-32
71 72
73
74 75