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
801
$90.7K ﹤0.01%
1,242
+3
802
$90.4K ﹤0.01%
1,753
-539
803
$90.2K ﹤0.01%
312
804
$90.2K ﹤0.01%
7,000
805
$89.8K ﹤0.01%
1,103
-347
806
$89.5K ﹤0.01%
1,149
807
$89.3K ﹤0.01%
1,426
-8
808
$89.1K ﹤0.01%
2,140
+1,790
809
$89K ﹤0.01%
399
+4
810
$88.7K ﹤0.01%
898
811
$88.7K ﹤0.01%
1,943
+11
812
$88.7K ﹤0.01%
301
+191
813
$88K ﹤0.01%
170
+2
814
$87.4K ﹤0.01%
2,041
+72
815
$86.8K ﹤0.01%
1,107
816
$86.2K ﹤0.01%
840
817
$85.9K ﹤0.01%
970
818
$85.5K ﹤0.01%
3,446
819
$85.1K ﹤0.01%
1,811
-433
820
$84.3K ﹤0.01%
6,400
821
$84.2K ﹤0.01%
950
-150
822
$83.7K ﹤0.01%
763
+60
823
$83.5K ﹤0.01%
352
+265
824
$83.1K ﹤0.01%
+3,000
825
$81.7K ﹤0.01%
1,431
-398
31 32
33
34 35