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
901
$57.8K ﹤0.01%
142
902
$57.7K ﹤0.01%
402
+2
903
$57.6K ﹤0.01%
3,400
904
$57.6K ﹤0.01%
1,000
-65
905
$57.1K ﹤0.01%
452
-103
906
$57K ﹤0.01%
1,850
907
$56.9K ﹤0.01%
917
-13
908
$56.9K ﹤0.01%
741
+36
909
$56.2K ﹤0.01%
1,091
910
$56.1K ﹤0.01%
1,894
+1
911
$55.7K ﹤0.01%
765
+2
912
$55.5K ﹤0.01%
1,536
+281
913
$55.5K ﹤0.01%
+2,503
914
$55.4K ﹤0.01%
+900
915
$55.3K ﹤0.01%
657
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916
$55K ﹤0.01%
518
-10
917
$54.2K ﹤0.01%
406
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918
$54.1K ﹤0.01%
242
-86
919
$53.9K ﹤0.01%
445
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920
$53.7K ﹤0.01%
1,100
921
$53.6K ﹤0.01%
384
+4
922
$53.3K ﹤0.01%
256
+10
923
$53.1K ﹤0.01%
874
-6
924
$53K ﹤0.01%
50,000
925
$52.8K ﹤0.01%
1,100
-370
35 36
37
38 39