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
1826
– –
-4,727
1827
– –
-1,550
1828
– –
-15,350
1829
– –
-73,806
1830
– –
-100
1831
– –
-200
1832
– –
-1,600
1833
– –
-9,100
1834
– –
-2,000
1835
– –
-1,000
1836
– –
-6,966
1837
– –
-1,000
1838
– –
-3,000
1839
– –
-3,800
1840
– –
-1,666
1841
$0 ﹤0.01%
400
1842
– –
-1,126
1843
– –
-468
1844
– –
-31,817
1845
– –
-1,476
1846
– –
-4,125
1847
– –
-79
1848
– –
-6,000
1849
– –
-2,000
1850
– –
-11,440
72 73
74
75 76