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
2076
– –
-8
2077
– –
-200
2078
– –
-34
2079
– –
-6
2080
– –
-2
2081
– –
-300
2082
– –
-6,353
2083
– –
-6
2084
– –
-5,020
2085
– –
-8
2086
– –
-98,493
2087
– –
-2,522
2088
– –
-3
2089
– –
-26,299
2090
– –
0
2091
– –
-3
2092
– –
-59,722
2093
– –
-46
2094
– –
-10
2095
– –
-18
2096
– –
-100
2097
– –
-11,130
2098
– –
-34,077
2099
– –
-105,980
2100
– –
-27
82 83
84
85 86