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
651
$210K ﹤0.01%
29,286
-100
652
$210K ﹤0.01%
2,104
+2
653
$210K ﹤0.01%
2,137
-694
654
$209K ﹤0.01%
6,937
655
$207K ﹤0.01%
7,201
-1,450
656
$207K ﹤0.01%
3,170
-274
657
$206K ﹤0.01%
12,154
658
$205K ﹤0.01%
2,466
659
$202K ﹤0.01%
877
+2
660
$199K ﹤0.01%
1,475
661
$196K ﹤0.01%
3,900
662
$195K ﹤0.01%
5,900
663
$194K ﹤0.01%
3,828
-2,588
664
$193K ﹤0.01%
+7,707
665
$191K ﹤0.01%
4,600
666
$190K ﹤0.01%
3,809
+9
667
$188K ﹤0.01%
4,005
+300
668
$187K ﹤0.01%
3,650
669
$187K ﹤0.01%
12,336
-525
670
$186K ﹤0.01%
579,907
671
$185K ﹤0.01%
15,445
672
$184K ﹤0.01%
3,017
+320
673
$184K ﹤0.01%
2,579
-598
674
$184K ﹤0.01%
6,044
-18,576
675
$183K ﹤0.01%
1,350
25 26
27
28 29