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
526
$403K 0.01%
11,550
527
$397K 0.01%
13,602
-256
528
$395K 0.01%
16,194
+14,528
529
$394K 0.01%
11,234
+2,989
530
$391K 0.01%
7,270
+1,116
531
$388K 0.01%
2,654
-147
532
$387K 0.01%
11,528
+5
533
$384K 0.01%
1,505
+777
534
$383K 0.01%
+9,810
535
$378K 0.01%
9,015
536
$378K 0.01%
23,535
+12,400
537
$377K 0.01%
5,813
538
$376K 0.01%
3,525
539
$375K 0.01%
807
+3
540
$375K 0.01%
5,545
541
$373K 0.01%
232,880
-61,500
542
$369K 0.01%
1,360
+3
543
$359K 0.01%
4,873
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544
$358K 0.01%
+14,041
545
$358K 0.01%
6,069
546
$358K 0.01%
24,552
-216,162
547
$358K 0.01%
3,113
548
$354K 0.01%
8,449
+5,983
549
$354K 0.01%
3,076
-61
550
$354K 0.01%
38,500
20 21
22
23 24