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
551
$352K 0.01%
1,785
+645
552
$349K 0.01%
4,650
-331
553
$349K 0.01%
+14,834
554
$349K 0.01%
+188,491
555
$345K 0.01%
6,000
556
$345K 0.01%
1,795
+250
557
$344K 0.01%
26,907
+500
558
$342K 0.01%
1,364
+1
559
$340K 0.01%
1,988
+4
560
$339K 0.01%
8,650
+3,800
561
$339K 0.01%
8,672
+2,445
562
$335K 0.01%
2,810
563
$334K 0.01%
21,141
564
$330K 0.01%
4,559
-294
565
$325K 0.01%
366
-37
566
$325K 0.01%
23,587
567
$322K 0.01%
4,129
+7
568
$320K 0.01%
15,568
569
$317K 0.01%
+20,000
570
$317K 0.01%
11,500
571
$314K 0.01%
3,527
-2,253
572
$311K 0.01%
+4,115
573
$309K 0.01%
12,726
+11,676
574
$309K 0.01%
2,759
+4
575
$303K 0.01%
+25,920
21 22
23
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