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
2001
– –
-5,050
2002
– –
-10,639
2003
– –
-1,750
2004
– –
-66
2005
– –
-30,752
2006
– –
-1,620
2007
– –
-105
2008
– –
-77,551
2009
– –
-182
2010
– –
-4
2011
– –
-426,683
2012
– –
-8,497
2013
– –
-2,522
2014
– –
-3
2015
– –
-9,234
2016
– –
-27
2017
– –
-100
2018
– –
-233
2019
– –
-12
2020
– –
-2
2021
– –
-21,583
2022
– –
0
2023
– –
-19
2024
– –
-8
2025
– –
-1,087,866
79 80
81
82 83