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
1926
– –
-2,000
1927
– –
-8,000
1928
– –
-100
1929
– –
-132
1930
– –
0
1931
– –
-5,400
1932
– –
-50
1933
– –
-119
1934
– –
-3,710
1935
– –
-2,000
1936
– –
-26,598
1937
– –
-25
1938
– –
-42,482
1939
– –
-300
1940
$0 ﹤0.01%
2,000
-1,000
1941
– –
-579
1942
– –
-3,006
1943
– –
-34,900
1944
– –
-359
1945
– –
-5,850
1946
– –
-3,198
1947
– –
-1,660
1948
– –
-100
1949
– –
0
1950
– –
-28,428
76 77
78
79 80