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
26
$38.7M 0.88%
262,519
-60,309
27
$38.5M 0.88%
2,644,637
-282,346
28
$38M 0.86%
219,261
+4,034
29
$36.3M 0.83%
102,832
+1,405
30
$34M 0.77%
850,992
+842,984
31
$32.6M 0.74%
822,650
+10,101
32
$32.6M 0.74%
107,172
+1,391
33
$31.7M 0.72%
402,767
-26,177
34
$30.2M 0.69%
373,629
-134,166
35
$27.9M 0.64%
120,001
+29,801
36
$27.3M 0.62%
163,442
-499
37
$24.7M 0.56%
99,342
+716
38
$22.7M 0.52%
669,448
+7,905
39
$22.7M 0.52%
253,046
+10,527
40
$22.5M 0.51%
231,740
+26,254
41
$22.3M 0.51%
534,696
+216,185
42
$22M 0.5%
181,096
+1,598
43
$21.9M 0.5%
1,444,662
-144,491
44
$20.7M 0.47%
43,437
+1,177
45
$19.8M 0.45%
873,945
-14,268
46
$18.3M 0.42%
326,774
-40,080
47
$18.2M 0.41%
107,043
+3,427
48
$17.7M 0.4%
87,931
+607
49
$17.5M 0.4%
944,902
+159,384
50
$17.2M 0.39%
81,920
-5
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