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
726
$143K ﹤0.01%
1,278
-260
727
$143K ﹤0.01%
3,500
-25
728
$142K ﹤0.01%
+48,147
729
$140K ﹤0.01%
27,771
730
$140K ﹤0.01%
1,564
-15,292
731
$138K ﹤0.01%
4,400
-43
732
$138K ﹤0.01%
1,031
733
$136K ﹤0.01%
4,811
734
$135K ﹤0.01%
+2,675
735
$133K ﹤0.01%
1,560
-576
736
$133K ﹤0.01%
421
-81
737
$133K ﹤0.01%
3,232
+39
738
$132K ﹤0.01%
2,977
739
$130K ﹤0.01%
7,050
-8,000
740
$129K ﹤0.01%
8,000
-350
741
$128K ﹤0.01%
6,500
742
$128K ﹤0.01%
21,950
-18,000
743
$127K ﹤0.01%
1,048
744
$125K ﹤0.01%
1,150
745
$123K ﹤0.01%
+23,285
746
$121K ﹤0.01%
426
747
$120K ﹤0.01%
+2,414
748
$119K ﹤0.01%
4,430
749
$118K ﹤0.01%
5,000
750
$116K ﹤0.01%
1,212
-99
28 29
30
31 32