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
2026
– –
-180
2027
– –
-24
2028
– –
-209
2029
– –
-91
2030
– –
-19
2031
– –
-153
2032
– –
-17,730
2033
– –
-3
2034
– –
-63,899
2035
– –
-38,443
2036
– –
-7
2037
– –
-28
2038
– –
-12
2039
– –
-7
2040
– –
-5
2041
– –
-48
2042
– –
-5
2043
– –
-750
2044
– –
0
2045
– –
-2
2046
– –
-4,705
2047
– –
-12,245
2048
– –
-73
2049
– –
-4
2050
– –
-1,275
80 81
82
83 84