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
376
$982K 0.02%
8,515
+1,346
377
$974K 0.02%
+64,620
378
$971K 0.02%
15,411
-4,160
379
$965K 0.02%
23,755
380
$957K 0.02%
65,106
381
$953K 0.02%
67,606
+36,260
382
$939K 0.02%
68,920
383
$937K 0.02%
16,265
-265
384
$936K 0.02%
5,792
+1,366
385
$934K 0.02%
8,998
-5,910
386
$931K 0.02%
8,700
+2,500
387
$929K 0.02%
15,100
-75
388
$929K 0.02%
2,954
+143
389
$927K 0.02%
8,658
+412
390
$923K 0.02%
87,398
-26,156
391
$909K 0.02%
34,614
+7,346
392
$908K 0.02%
19,014
+7,674
393
$907K 0.02%
18,000
394
$907K 0.02%
3,694
-21
395
$885K 0.02%
5,280
+1
396
$885K 0.02%
175,295
+41,923
397
$883K 0.02%
519,675
398
$882K 0.02%
8,001
-94
399
$863K 0.02%
3,350
-1,589
400
$860K 0.02%
1,384
-59
14 15
16
17 18