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
301
$1.58M 0.04%
8,347
+2
302
$1.58M 0.04%
18,698
+1,826
303
$1.58M 0.04%
19,557
-3,848
304
$1.56M 0.04%
19,473
-9,858
305
$1.56M 0.04%
79,940
306
$1.55M 0.04%
11,082
-978
307
$1.54M 0.04%
13,614
308
$1.51M 0.03%
29,127
-9,189
309
$1.5M 0.03%
6,798
-87
310
$1.5M 0.03%
5,471
-134
311
$1.49M 0.03%
12,738
312
$1.49M 0.03%
31,881
+1,159
313
$1.49M 0.03%
10,471
-78
314
$1.48M 0.03%
119,965
315
$1.48M 0.03%
70,148
316
$1.48M 0.03%
68,265
+9,574
317
$1.43M 0.03%
66,233
-27,373
318
$1.42M 0.03%
174,626
319
$1.42M 0.03%
113,810
320
$1.42M 0.03%
+162,660
321
$1.42M 0.03%
109,323
322
$1.41M 0.03%
70,345
-21,084
323
$1.41M 0.03%
204,270
-149,020
324
$1.4M 0.03%
5,124
-9
325
$1.38M 0.03%
40,063
-97,130
11 12
13
14 15