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
251
$2.25M 0.05%
8,138
+95
252
$2.24M 0.05%
69,047
253
$2.22M 0.05%
70,135
+1,979
254
$2.21M 0.05%
12,427
-3,703
255
$2.21M 0.05%
383,004
+182,454
256
$2.2M 0.05%
10,591
-307
257
$2.19M 0.05%
+183,910
258
$2.18M 0.05%
117,914
+7,697
259
$2.17M 0.05%
51,030
-685
260
$2.15M 0.05%
16,356
+1
261
$2.14M 0.05%
+21,910
262
$2.14M 0.05%
1,068,531
263
$2.12M 0.05%
368,812
264
$2.09M 0.05%
6,037
+2
265
$2.07M 0.05%
20,813
-2,320
266
$2.01M 0.05%
31,036
-2,463
267
$2M 0.05%
8,869
+11
268
$1.95M 0.04%
2,206
-4,610
269
$1.94M 0.04%
149,445
-5,000
270
$1.93M 0.04%
184,773
-1,000
271
$1.91M 0.04%
6,871
-152
272
$1.91M 0.04%
21,652
+44
273
$1.9M 0.04%
4,502
-26
274
$1.9M 0.04%
7,799
275
$1.89M 0.04%
96,668
+5,613
9 10
11
12 13