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
1876
– –
-125
1877
– –
0
1878
– –
-6,650
1879
– –
-2
1880
– –
-38,060
1881
– –
-477
1882
– –
-2
1883
– –
0
1884
– –
-3,000
1885
– –
-160
1886
– –
-519
1887
– –
-1,038
1888
– –
-25
1889
– –
-3,332
1890
– –
-10,000
1891
– –
-13,199
1892
– –
-200
1893
– –
-2,000
1894
– –
-366
1895
– –
-14,401
1896
– –
-2,000
1897
– –
-400
1898
– –
-900
1899
– –
-529
1900
– –
-1,000
74 75
76
77 78