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
176
$3.35M 0.1%
56,735
+1,220
177
$3.33M 0.09%
67,533
-281
178
$3.28M 0.09%
215,777
-13,295
179
$3.24M 0.09%
51,557
+50,673
180
$3.21M 0.09%
166,651
-4,273
181
$3.15M 0.09%
246,599
-16,062
182
$3.14M 0.09%
6,798
+3,361
183
$3.04M 0.09%
36,716
+2,681
184
$2.97M 0.08%
9,110
+42
185
$2.89M 0.08%
317,708
-28,300
186
$2.84M 0.08%
13,351
-267
187
$2.82M 0.08%
78,251
+17,660
188
$2.81M 0.08%
19,669
+54
189
$2.75M 0.08%
17,473
-793
190
$2.74M 0.08%
11,067
+109
191
$2.73M 0.08%
25,000
+7,340
192
$2.72M 0.08%
79,910
193
$2.68M 0.08%
50,063
+80
194
$2.65M 0.08%
59,487
+1,187
195
$2.65M 0.08%
+370,890
196
$2.62M 0.07%
49,049
-17,050
197
$2.62M 0.07%
1,068,531
198
$2.6M 0.07%
4,885,991
199
$2.54M 0.07%
36,685
-978
200
$2.52M 0.07%
40,696
-1,008
6 7
8
9 10