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
576
$302K 0.01%
4,672
-234
577
$302K 0.01%
+60,600
578
$301K 0.01%
76,488
579
$301K 0.01%
3,585
+3
580
$298K 0.01%
14,600
581
$297K 0.01%
2,493
+325
582
$297K 0.01%
6,550
-591
583
$297K 0.01%
25,718
-6,435
584
$296K 0.01%
14,565
585
$293K 0.01%
4,436
+1,302
586
$292K 0.01%
30,000
587
$289K 0.01%
2,780
-64
588
$287K 0.01%
+4,268
589
$285K 0.01%
+10,000
590
$284K 0.01%
725
591
$283K 0.01%
38,700
-99,890
592
$280K 0.01%
3,339
-331
593
$279K 0.01%
216,179
594
$279K 0.01%
18,469
595
$277K 0.01%
1,168
+61
596
$274K 0.01%
12,500
-1,706
597
$273K 0.01%
3,256
+10
598
$271K 0.01%
26,500
599
$271K 0.01%
5,141
600
$271K 0.01%
12,150
-2,860
22 23
24
25 26