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
451
$599K 0.01%
6,932
+6,890
452
$595K 0.01%
2,287
+381
453
$592K 0.01%
1,009
-77
454
$588K 0.01%
2,555
-307
455
$578K 0.01%
8,928
-23,152
456
$575K 0.01%
3,947
+43
457
$572K 0.01%
5,684
+2
458
$562K 0.01%
3,229
+25
459
$562K 0.01%
13,481
+3,924
460
$560K 0.01%
25,462
-616
461
$559K 0.01%
8,916
+5,580
462
$552K 0.01%
2,107
+2
463
$552K 0.01%
38,014
464
$549K 0.01%
10,745
-5
465
$549K 0.01%
6,932
-950
466
$549K 0.01%
16,413
-10,930
467
$546K 0.01%
13,274
+289
468
$546K 0.01%
12,175
-1,192
469
$544K 0.01%
+4,518
470
$538K 0.01%
11,737
-36
471
$536K 0.01%
1,061
-68
472
$536K 0.01%
3,935
+1
473
$533K 0.01%
59,728
-22,987
474
$533K 0.01%
3,067
+2
475
$533K 0.01%
2,824
+7
17 18
19
20 21