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
701
$157K ﹤0.01%
30,000
702
$156K ﹤0.01%
10,993
703
$156K ﹤0.01%
+57,500
704
$156K ﹤0.01%
10,000
705
$155K ﹤0.01%
4,178
+3,143
706
$154K ﹤0.01%
3,240
-268
707
$154K ﹤0.01%
10,181
+8,056
708
$153K ﹤0.01%
1,961
+24
709
$153K ﹤0.01%
1,665
710
$152K ﹤0.01%
31,970
711
$152K ﹤0.01%
1,828
712
$151K ﹤0.01%
1,503
-1,936
713
$151K ﹤0.01%
1,061
-8,524
714
$151K ﹤0.01%
1,949
715
$150K ﹤0.01%
2,410
716
$150K ﹤0.01%
412
+270
717
$149K ﹤0.01%
1,077
+302
718
$148K ﹤0.01%
2,075
+690
719
$147K ﹤0.01%
1,253
+3
720
$147K ﹤0.01%
+3,000
721
$146K ﹤0.01%
+4,159
722
$145K ﹤0.01%
1,284
723
$145K ﹤0.01%
2,316
-183
724
$144K ﹤0.01%
5,258
-3,398
725
$144K ﹤0.01%
4,780
-3,545
27 28
29
30 31