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
2051
– –
-38,443
2052
– –
-7
2053
– –
-28
2054
– –
-12
2055
– –
-7
2056
– –
-5
2057
– –
-48
2058
– –
-5
2059
– –
-750
2060
– –
0
2061
– –
-2
2062
– –
-4,705
2063
– –
-12,245
2064
– –
-73
2065
– –
-4
2066
– –
-1,275
2067
– –
-25,157
2068
– –
-11,718
2069
– –
-9,900
2070
– –
-541,200
2071
– –
-20
2072
– –
-300
2073
– –
-123
2074
– –
-2
2075
– –
0
81 82
83
84 85