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
826
$81.2K ﹤0.01%
500
827
$80.4K ﹤0.01%
889
-107
828
$80.1K ﹤0.01%
1,289
+980
829
$79.5K ﹤0.01%
537
830
$79.1K ﹤0.01%
7,200
-100
831
$78.9K ﹤0.01%
600
832
$78.9K ﹤0.01%
1,131
-195
833
$78.6K ﹤0.01%
12,849
834
$78.5K ﹤0.01%
500
835
$78.2K ﹤0.01%
3,911
-41,327
836
$78.2K ﹤0.01%
751
+7
837
$78K ﹤0.01%
5,712
838
$77.6K ﹤0.01%
827
+3
839
$77.5K ﹤0.01%
3,325
840
$77.1K ﹤0.01%
280
841
$77K ﹤0.01%
1,002
842
$76.2K ﹤0.01%
910
-285
843
$76.1K ﹤0.01%
345
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844
$76.1K ﹤0.01%
813
-175
845
$75.8K ﹤0.01%
385
-10,060
846
$75.3K ﹤0.01%
+1,300
847
$75.2K ﹤0.01%
2,632
+2,600
848
$75K ﹤0.01%
175
849
$74.3K ﹤0.01%
8,233
-35,500
850
$74.2K ﹤0.01%
1,575
-105
32 33
34
35 36