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
1976
– –
-139,908
1977
– –
-666
1978
– –
-16,289
1979
– –
-250
1980
– –
-200
1981
– –
-5,000
1982
– –
0
1983
– –
-47
1984
– –
-15,000
1985
– –
-48,368
1986
– –
-6,027
1987
– –
-3,700
1988
– –
-1,000
1989
– –
-8,944
1990
– –
-22,155
1991
– –
-1,819
1992
– –
-13,279
1993
– –
-5,278
1994
– –
-1,200
1995
– –
-1,000
1996
– –
-4,691,033
1997
– –
-10,450
1998
– –
-38,511
1999
– –
-12,683
2000
– –
-36,652
78 79
80
81 82