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
751
$116K ﹤0.01%
2,619
752
$115K ﹤0.01%
1,643
-150
753
$115K ﹤0.01%
4,454
-91
754
$115K ﹤0.01%
4,480
755
$115K ﹤0.01%
1,000
756
$115K ﹤0.01%
1,000
757
$115K ﹤0.01%
2,350
+750
758
$114K ﹤0.01%
10,000
+9,150
759
$113K ﹤0.01%
906
760
$113K ﹤0.01%
859
761
$113K ﹤0.01%
55
-6
762
$113K ﹤0.01%
4,072
763
$112K ﹤0.01%
1,094
+2
764
$111K ﹤0.01%
2,498
765
$108K ﹤0.01%
1,185
-202
766
$108K ﹤0.01%
4,283
-14
767
$107K ﹤0.01%
202
768
$106K ﹤0.01%
+21,246
769
$105K ﹤0.01%
22,338
770
$105K ﹤0.01%
201
+2
771
$104K ﹤0.01%
+4,306
772
$103K ﹤0.01%
719
-381
773
$103K ﹤0.01%
1,519
+396
774
$102K ﹤0.01%
4,600
775
$102K ﹤0.01%
2,201
-454
29 30
31
32 33