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
326
$1.38M 0.03%
149,898
+61,464
327
$1.38M 0.03%
122,284
328
$1.37M 0.03%
144,257
329
$1.34M 0.03%
23,416
-2,951
330
$1.31M 0.03%
5,923
-2,209
331
$1.29M 0.03%
10,898
-451
332
$1.28M 0.03%
+51,270
333
$1.26M 0.03%
4,502
+646
334
$1.25M 0.03%
414,448
+287,037
335
$1.23M 0.03%
12,021
+2,564
336
$1.2M 0.03%
2,051
-220
337
$1.19M 0.03%
71,317
-12,443
338
$1.19M 0.03%
2,394
+1
339
$1.18M 0.03%
751
340
$1.17M 0.03%
101,858
+14,053
341
$1.15M 0.03%
2,943
+283
342
$1.15M 0.03%
7,714
+298
343
$1.14M 0.03%
60,117
+15,034
344
$1.14M 0.03%
43,732
-408
345
$1.14M 0.03%
42,417
-1,873
346
$1.14M 0.03%
51,406
+6,300
347
$1.13M 0.03%
13,505
-852
348
$1.13M 0.03%
23,907
+429
349
$1.13M 0.03%
+116,240
350
$1.13M 0.03%
19,492
+163
12 13
14
15 16