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
676
$180K ﹤0.01%
1,332
-248
677
$180K ﹤0.01%
1,008
678
$179K ﹤0.01%
1,137
679
$178K ﹤0.01%
7,382
680
$177K ﹤0.01%
3,339
+1,132
681
$176K ﹤0.01%
+230,780
682
$176K ﹤0.01%
3,930
-20
683
$174K ﹤0.01%
682
-99
684
$173K ﹤0.01%
6,077
+683
685
$169K ﹤0.01%
2,000
686
$168K ﹤0.01%
289
+1
687
$167K ﹤0.01%
6,828
688
$167K ﹤0.01%
2,024
689
$167K ﹤0.01%
2,001
690
$166K ﹤0.01%
1,720
691
$165K ﹤0.01%
5,597
692
$165K ﹤0.01%
933
693
$164K ﹤0.01%
5,500
694
$164K ﹤0.01%
156
+1
695
$164K ﹤0.01%
12,227
696
$163K ﹤0.01%
23,026
-24
697
$163K ﹤0.01%
1,361
-590
698
$160K ﹤0.01%
1,068
-7
699
$160K ﹤0.01%
4,400
700
$159K ﹤0.01%
10,150
26 27
28
29 30