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
$4.38B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,997
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$19.8M
3
+$15M
4
CZR icon
Caesars Entertainment
CZR
+$9.02M
5
RYN icon
Rayonier
RYN
+$8.49M

Top Sells

1
+$39.9M
2
+$10.8M
3
+$9.14M
4
CVX icon
Chevron
CVX
+$8.88M
5
META icon
Meta Platforms (Facebook)
META
+$6.95M

Sector Composition

1 Industrials 17.35%
2 Technology 13.97%
3 Consumer Discretionary 8.49%
4 Financials 8.3%
5 Healthcare 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.75M 0.06%
23,141
-1,173
227
$2.72M 0.06%
65,220
-23,451
228
$2.71M 0.06%
109,471
-8,475
229
$2.71M 0.06%
59,170
-9,545
230
$2.66M 0.06%
74,324
+9,700
231
$2.61M 0.06%
24,823
+1,008
232
$2.61M 0.06%
522,150
+68,670
233
$2.6M 0.06%
5,386,991
234
$2.56M 0.06%
6,659
-55
235
$2.54M 0.06%
106,942
-7,930
236
$2.52M 0.06%
218,810
-195,930
237
$2.52M 0.06%
35,043
-11,056
238
$2.47M 0.06%
69,722
+13,556
239
$2.46M 0.06%
41,333
-111
240
$2.44M 0.06%
45,959
241
$2.42M 0.06%
38,493
-27,801
242
$2.38M 0.05%
395,900
+395,830
243
$2.37M 0.05%
50,893
+50,343
244
$2.37M 0.05%
61,523
-10,820
245
$2.36M 0.05%
98,424
+1,669
246
$2.35M 0.05%
8,977
-28
247
$2.33M 0.05%
314,954
-175,580
248
$2.31M 0.05%
+37,400
249
$2.3M 0.05%
45,232
+18,646
250
$2.28M 0.05%
96,233
+95,962
8 9
10
11 12