AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
501
$463K 0.01%
+221,320
502
$462K 0.01%
5,892
+39
503
$460K 0.01%
56,520
+1,490
504
$460K 0.01%
2,385
+1,535
505
$453K 0.01%
+25,143
506
$451K 0.01%
+8,250
507
$446K 0.01%
783
508
$442K 0.01%
3,352
-257
509
$439K 0.01%
5,451
-121
510
$439K 0.01%
2,287
+2
511
$437K 0.01%
1,800
+1
512
$434K 0.01%
3,485
+2
513
$428K 0.01%
49,000
+38,900
514
$426K 0.01%
19,035
515
$419K 0.01%
+45,230
516
$416K 0.01%
29,447
-18,751
517
$415K 0.01%
1,121
518
$414K 0.01%
3,949
+2
519
$414K 0.01%
3,354
520
$413K 0.01%
24,783
521
$411K 0.01%
7,830
+4,030
522
$410K 0.01%
29,476
523
$409K 0.01%
+1,595
524
$407K 0.01%
10,450
-250
525
$406K 0.01%
4,691
+2,835
19 20
21
22 23