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
426
$717K 0.02%
55,030
+17,540
427
$711K 0.02%
10,073
+1
428
$710K 0.02%
12,300
-10,000
429
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25,188
430
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25,974
431
$672K 0.02%
23,651
-4,125
432
$671K 0.02%
10,321
433
$668K 0.02%
28,195
434
$666K 0.02%
6,028
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435
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11,517
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436
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4,342
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437
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408,705
438
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439
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6,258
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440
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15,355
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441
$644K 0.01%
111,000
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442
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11,795
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443
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23,238
-10,076
444
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22,430
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445
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29,220
446
$623K 0.01%
4,940
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447
$618K 0.01%
12,000
448
$616K 0.01%
25,590
+14,010
449
$612K 0.01%
4,485
+412
450
$607K 0.01%
25,868
16 17
18
19 20