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
351
$1.13M 0.03%
14,065
+35
352
$1.13M 0.03%
5,449
-150
353
$1.12M 0.03%
20,543
-1,237
354
$1.11M 0.03%
192,572
+51,896
355
$1.1M 0.03%
40,813
356
$1.1M 0.03%
18,701
-203
357
$1.07M 0.02%
164,096
358
$1.07M 0.02%
5,960
-856
359
$1.06M 0.02%
4,935
-174
360
$1.06M 0.02%
135,500
+133,400
361
$1.05M 0.02%
10,117
-200
362
$1.05M 0.02%
20,455
+30
363
$1.04M 0.02%
8,123
-1,037
364
$1.04M 0.02%
5,250
+424
365
$1.02M 0.02%
25,700
-11,698
366
$1.02M 0.02%
48,526
+1,717
367
$1.01M 0.02%
2,061
-82
368
$1.01M 0.02%
17,903
+654
369
$1.01M 0.02%
14,039
-102
370
$1.01M 0.02%
6,335
+460
371
$1M 0.02%
17,635
+3,851
372
$1,000K 0.02%
4,879
+1
373
$998K 0.02%
11,110
-63
374
$991K 0.02%
53,269
375
$989K 0.02%
10,966
+944
13 14
15
16 17