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
401
$850K 0.02%
90,840
-66,292
402
$848K 0.02%
948
-63
403
$847K 0.02%
16,538
-82
404
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3,686
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405
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+25,415
406
$817K 0.02%
7,132
407
$812K 0.02%
4,020
408
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1,141
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409
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+27,000
410
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34,030
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411
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6,567
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412
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15,567
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413
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414
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51,707
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415
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27,570
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416
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15,112
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417
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418
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103,269
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419
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1,603
420
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8,984
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421
$751K 0.02%
12,898
422
$749K 0.02%
55,961
-962
423
$738K 0.02%
13,294
+202
424
$738K 0.02%
1,193
+61
425
$729K 0.02%
26,366
15 16
17
18 19