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
2026
– –
-100
2027
$0 ﹤0.01%
5,450
2028
$0 ﹤0.01%
1,248,000
2029
$0 ﹤0.01%
640
2030
$0 ﹤0.01%
6,000
2031
– –
-9,234
2032
– –
-27
2033
– –
-100
2034
– –
-233
2035
– –
-12
2036
– –
-2
2037
– –
-21,583
2038
– –
0
2039
– –
-19
2040
– –
-8
2041
– –
-1,087,866
2042
– –
-180
2043
– –
-24
2044
– –
-209
2045
– –
-91
2046
– –
-19
2047
– –
-153
2048
– –
-17,730
2049
– –
-3
2050
– –
-63,899
80 81
82
83 84