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
1851
– –
-1,476
1852
– –
-4,125
1853
– –
-79
1854
– –
-6,000
1855
– –
-2,000
1856
– –
-11,440
1857
– –
-825
1858
– –
-34,870
1859
– –
-25,198
1860
$0 ﹤0.01%
2,500
1861
– –
-140
1862
– –
0
1863
– –
-61
1864
$0 ﹤0.01%
35,100
1865
$0 ﹤0.01%
4,948
1866
$0 ﹤0.01%
50,000
1867
$0 ﹤0.01%
250
1868
– –
-3,000
1869
– –
-100
1870
– –
-9,000
1871
– –
-11,632
1872
– –
-3,000
1873
– –
-1,679
1874
$0 ﹤0.01%
142
1875
$0 ﹤0.01%
1,000
73 74
75
76 77