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
2101
– –
-1
2102
– –
-1,884
2103
– –
-100
2104
– –
-300
2105
– –
-5,350
2106
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0
2107
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0
2108
– –
-9,810
2109
– –
-94
2110
– –
-8
2111
– –
-20,000
2112
– –
-1,750
2113
– –
-10
2114
– –
-54,780
2115
– –
-94
2116
– –
-2,014
2117
– –
-1,190
2118
– –
-155
2119
– –
-3
2120
– –
-8,844
2121
– –
0
2122
– –
-125
2123
– –
0
2124
– –
-6,650
2125
– –
-2
82 83 84
85
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