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
1951
– –
-6,700
1952
– –
-1
1953
– –
-2,000
1954
– –
-11
1955
– –
-30,000
1956
– –
-7,500
1957
– –
-1,225
1958
– –
-2,000
1959
– –
-266
1960
– –
-250
1961
– –
-7,100
1962
– –
-4,634
1963
– –
-100
1964
– –
-5,000
1965
– –
-15,000
1966
– –
-102,500
1967
– –
-19,698
1968
– –
-5,418
1969
– –
-1,075
1970
– –
-11,850
1971
– –
-5,000
1972
– –
-300
1973
– –
-335
1974
– –
-332
1975
– –
-2,000
77 78
79
80 81