AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
76
$12.2M 0.28%
60,917
-17,731
77
$12M 0.27%
60,355
+935
78
$11.9M 0.27%
76,148
+4,257
79
$11.6M 0.26%
119,298
-1,691
80
$11.5M 0.26%
35,692
-416
81
$11.4M 0.26%
598,530
-36,770
82
$11.1M 0.25%
42,242
+449
83
$11.1M 0.25%
251,689
-129,665
84
$11.1M 0.25%
19,307
+30
85
$11M 0.25%
360,329
+277,233
86
$11M 0.25%
116,344
+31,270
87
$11M 0.25%
233,824
+16,324
88
$11M 0.25%
39,961
+3,030
89
$10.9M 0.25%
243,653
+65,364
90
$10.8M 0.25%
239,291
+3,980
91
$10.6M 0.24%
131,811
-1,049
92
$10.6M 0.24%
68,994
-4,732
93
$10.3M 0.23%
130,933
-52,600
94
$9.99M 0.23%
120,119
-2,081
95
$9.99M 0.23%
174,510
+1,000
96
$9.93M 0.23%
162,470
+18,833
97
$9.92M 0.23%
84,585
-5,427
98
$9.7M 0.22%
873,506
+297,040
99
$9.69M 0.22%
2,301
+368
100
$9.54M 0.22%
326,252
+20,644
2 3
4
5 6