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
926
$52.4K ﹤0.01%
500
-50
927
$52K ﹤0.01%
530
928
$51.3K ﹤0.01%
300
+50
929
$51K ﹤0.01%
2,415
-105
930
$50.9K ﹤0.01%
4,650
931
$50.9K ﹤0.01%
711
932
$50.5K ﹤0.01%
100
933
$50.4K ﹤0.01%
300
934
$50.2K ﹤0.01%
16
935
$50.1K ﹤0.01%
835
+175
936
$49.1K ﹤0.01%
2,304
937
$49.1K ﹤0.01%
753
-195
938
$49K ﹤0.01%
103
+1
939
$48.8K ﹤0.01%
2,000
940
$48.8K ﹤0.01%
785
941
$48.6K ﹤0.01%
1,571
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942
$48.1K ﹤0.01%
536
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$48K ﹤0.01%
1,200
944
$48K ﹤0.01%
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945
$47.9K ﹤0.01%
2,067
946
$47.6K ﹤0.01%
+1,467
947
$46.6K ﹤0.01%
3,000
948
$46.3K ﹤0.01%
7,200
949
$46K ﹤0.01%
223
+3
950
$45.1K ﹤0.01%
762
36 37
38
39 40