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
851
$74.2K ﹤0.01%
2,769
852
$73.6K ﹤0.01%
948
-254
853
$72.8K ﹤0.01%
3,693
854
$72.3K ﹤0.01%
963
855
$72.2K ﹤0.01%
6,500
856
$72.1K ﹤0.01%
300
857
$71.7K ﹤0.01%
624
858
$71.5K ﹤0.01%
442
+101
859
$70.6K ﹤0.01%
9,950
-4,100
860
$70.2K ﹤0.01%
869
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861
$69.9K ﹤0.01%
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862
$69.4K ﹤0.01%
934
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863
$68.8K ﹤0.01%
1,025
864
$68.5K ﹤0.01%
342
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865
$68.4K ﹤0.01%
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866
$68K ﹤0.01%
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$66.9K ﹤0.01%
3,871
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$66.8K ﹤0.01%
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$66.7K ﹤0.01%
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870
$66.6K ﹤0.01%
+1,791
871
$66.3K ﹤0.01%
1,064
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872
$66.3K ﹤0.01%
864
873
$65.7K ﹤0.01%
1,031
874
$65.6K ﹤0.01%
502
+2
875
$65.4K ﹤0.01%
843
-194
33 34
35
36 37