AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
51
$17.1M 0.39%
218,969
-58,416
52
$16.8M 0.38%
181,193
+29,436
53
$16.7M 0.38%
215,720
+42,200
54
$16.4M 0.37%
18,489
-859
55
$15.4M 0.35%
92,736
-435
56
$15.3M 0.35%
666,290
-30,000
57
$15.1M 0.34%
30,490
-1,041
58
$15M 0.34%
650,588
+160,955
59
$14.9M 0.34%
122,668
-4,568
60
$14.8M 0.34%
145,967
+10,141
61
$14.5M 0.33%
316,978
+1,514
62
$14.2M 0.32%
644,256
+48,450
63
$14.1M 0.32%
2,003,728
+255,357
64
$14.1M 0.32%
375,295
+95,895
65
$13.7M 0.31%
219,707
-2,036
66
$13.5M 0.31%
349,640
+3,060
67
$13.5M 0.31%
115,066
+11,332
68
$13.4M 0.31%
73,649
+1,090
69
$13.1M 0.3%
1,755,250
+144,975
70
$13.1M 0.3%
82,501
-7,150
71
$13M 0.3%
233,345
+45,030
72
$13M 0.3%
166,817
+2,089
73
$12.9M 0.29%
75,762
-4,187
74
$12.8M 0.29%
557,023
+123,085
75
$12.5M 0.28%
132,665
+7,209
1 2
3
4 5