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
201
$2.52M 0.07%
20,495
-623
202
$2.52M 0.07%
1,245,924
-365,547
203
$2.5M 0.07%
73,476
-63,480
204
$2.5M 0.07%
29,740
-4,690
205
$2.48M 0.07%
29,649
-780
206
$2.48M 0.07%
121,105
+162
207
$2.44M 0.07%
46,567
+16,312
208
$2.43M 0.07%
15,955
+203
209
$2.41M 0.07%
89,367
+9,919
210
$2.38M 0.07%
6,702
+6,668
211
$2.37M 0.07%
6,146
-67
212
$2.35M 0.07%
65,519
-28,520
213
$2.35M 0.07%
71,846
-10,525
214
$2.34M 0.07%
25,062
-12,828
215
$2.32M 0.07%
23,435
+410
216
$2.31M 0.07%
+100,348
217
$2.31M 0.07%
34,860
+7,270
218
$2.29M 0.07%
6,682
-206
219
$2.29M 0.07%
14,778
-10
220
$2.24M 0.06%
103,295
-156,279
221
$2.23M 0.06%
122,524
+10,009
222
$2.22M 0.06%
268,596
+268,420
223
$2.21M 0.06%
24,027
+12,013
224
$2.21M 0.06%
116,910
-1,500
225
$2.2M 0.06%
72,450
-375,086
7 8
9
10 11