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
951
$44.8K ﹤0.01%
1,000
952
$44.4K ﹤0.01%
335
-7,106
953
$44.4K ﹤0.01%
1,914
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954
$44.3K ﹤0.01%
895
955
$44.3K ﹤0.01%
151
+1
956
$44.2K ﹤0.01%
435
957
$44.1K ﹤0.01%
4,298
958
$44.1K ﹤0.01%
806
959
$43.7K ﹤0.01%
+95
960
$43.7K ﹤0.01%
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$43.4K ﹤0.01%
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962
$43.4K ﹤0.01%
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963
$42.7K ﹤0.01%
1,576
964
$42.6K ﹤0.01%
1,443
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965
$42.5K ﹤0.01%
750
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$42K ﹤0.01%
2,234
967
$42K ﹤0.01%
5,340
968
$41.9K ﹤0.01%
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969
$41.9K ﹤0.01%
2,220
970
$41.8K ﹤0.01%
94
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971
$41.7K ﹤0.01%
1,450
972
$41.4K ﹤0.01%
434
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973
$41.3K ﹤0.01%
208
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974
$41.2K ﹤0.01%
1,600
975
$40.9K ﹤0.01%
1,095
37 38
39
40 41