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
876
$63.6K ﹤0.01%
238
877
$63.5K ﹤0.01%
1,121
878
$63K ﹤0.01%
899
879
$62.7K ﹤0.01%
749
-52
880
$62.6K ﹤0.01%
2,969
-13,500
881
$62K ﹤0.01%
5,000
882
$61.5K ﹤0.01%
5,000
883
$61.5K ﹤0.01%
656
+4
884
$61.3K ﹤0.01%
740
-28
885
$60.8K ﹤0.01%
662
886
$60.7K ﹤0.01%
1,865
887
$60.7K ﹤0.01%
2,590
-4,655
888
$60.7K ﹤0.01%
3,050
889
$60.6K ﹤0.01%
1,024
890
$60.5K ﹤0.01%
+5,000
891
$59.9K ﹤0.01%
201
+1
892
$59.7K ﹤0.01%
1,100
-2,575
893
$59.7K ﹤0.01%
1,272
894
$59.6K ﹤0.01%
1,025
+5
895
$59.3K ﹤0.01%
667
896
$59.1K ﹤0.01%
1,512
-12
897
$58.7K ﹤0.01%
1,609
+1
898
$58.7K ﹤0.01%
+1,053
899
$58K ﹤0.01%
450
900
$57.8K ﹤0.01%
1,271
-101
34 35
36
37 38