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
1926
– –
-3,710
1927
– –
-2,000
1928
– –
-26,598
1929
– –
-25
1930
– –
-42,482
1931
– –
-300
1932
$0 ﹤0.01%
2,000
-1,000
1933
– –
-579
1934
– –
-3,006
1935
– –
-34,900
1936
– –
-359
1937
– –
-5,850
1938
– –
-12,761
1939
– –
-3,198
1940
– –
-1,660
1941
– –
-100
1942
– –
0
1943
– –
-28,428
1944
– –
-3,605
1945
– –
-49,000
1946
– –
-12,300
1947
– –
-1,000
1948
– –
-232
1949
– –
-1,000
1950
– –
-100
76 77
78
79 80