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
776
$102K ﹤0.01%
1,593
777
$101K ﹤0.01%
+4,135
778
$100K ﹤0.01%
2,550
+2,425
779
$99.5K ﹤0.01%
11,000
780
$99.1K ﹤0.01%
6,100
781
$99K ﹤0.01%
2,272
782
$98.2K ﹤0.01%
700
-9
783
$98K ﹤0.01%
50,000
+20,000
784
$97.1K ﹤0.01%
300
785
$97K ﹤0.01%
1,350
786
$95.9K ﹤0.01%
3,299
787
$95.1K ﹤0.01%
1,831
788
$93.6K ﹤0.01%
1,600
789
$93.5K ﹤0.01%
1,266
+5
790
$93.3K ﹤0.01%
20,025
-106,977
791
$92.1K ﹤0.01%
3,671
792
$92K ﹤0.01%
2,829
-10
793
$91.8K ﹤0.01%
952
794
$91.6K ﹤0.01%
7,396
795
$91.4K ﹤0.01%
347
796
$91.3K ﹤0.01%
2,007
-294
797
$91.3K ﹤0.01%
2,222
-3,000
798
$91.2K ﹤0.01%
60,000
799
$91.2K ﹤0.01%
340
+1
800
$90.9K ﹤0.01%
112
30 31
32
33 34