AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
2,283
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 21.24%
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
1826
– –
-2,000
1827
– –
-5,141
1828
– –
-300
1829
– –
-500
1830
– –
-250
1831
– –
-32
1832
– –
-4,727
1833
– –
-1,550
1834
– –
-15,350
1835
– –
-73,806
1836
– –
-100
1837
– –
-200
1838
– –
-1,600
1839
– –
-9,100
1840
– –
-2,000
1841
– –
-1,000
1842
– –
-6,966
1843
– –
-1,000
1844
– –
-3,000
1845
– –
-3,800
1846
– –
-1,666
1847
$0 ﹤0.01%
400
1848
– –
-1,126
1849
– –
-468
1850
– –
-31,817
72 73
74
75 76