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
1901
– –
-1,965
1902
– –
-800
1903
– –
-3,072
1904
– –
-3,000
1905
– –
-499,857
1906
– –
-308
1907
– –
-120,240
1908
– –
-4,149
1909
– –
-15,000
1910
– –
-2,652
1911
– –
-1,000
1912
– –
-17,500
1913
– –
-102,530
1914
– –
-1,600
1915
– –
-4,000
1916
– –
-82,031
1917
– –
-66
1918
– –
-2,000
1919
– –
-8,000
1920
– –
-100
1921
– –
-132
1922
– –
0
1923
– –
-5,400
1924
– –
-50
1925
– –
-119
75 76
77
78 79