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
276
$1.88M 0.04%
35,639
+6,000
277
$1.87M 0.04%
8,001
+10
278
$1.87M 0.04%
11,489
-101
279
$1.85M 0.04%
83,583
+411
280
$1.84M 0.04%
7,642
-124
281
$1.84M 0.04%
10,677
-570
282
$1.82M 0.04%
26,174
-13,532
283
$1.82M 0.04%
13,001
+5,829
284
$1.81M 0.04%
11,013
-218
285
$1.79M 0.04%
4,958
-98
286
$1.78M 0.04%
15,093
+162
287
$1.77M 0.04%
141,793
+13,754
288
$1.77M 0.04%
33,004
+11,764
289
$1.72M 0.04%
80,091
+420
290
$1.7M 0.04%
13,270
+114
291
$1.69M 0.04%
6,289
+4,959
292
$1.68M 0.04%
136,594
293
$1.67M 0.04%
23,231
-5,029
294
$1.67M 0.04%
494,844
-11,150
295
$1.66M 0.04%
8,992
-397
296
$1.63M 0.04%
+15,000
297
$1.63M 0.04%
193,081
298
$1.62M 0.04%
13,919
+3
299
$1.6M 0.04%
10,277
-197
300
$1.6M 0.04%
+33,020
10 11
12
13 14