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
976
$40.7K ﹤0.01%
1,000
977
$40.6K ﹤0.01%
423
+3
978
$40.4K ﹤0.01%
+400
979
$39.7K ﹤0.01%
950
980
$39.7K ﹤0.01%
542
+4
981
$39.5K ﹤0.01%
359
-57
982
$39.1K ﹤0.01%
600
983
$39.1K ﹤0.01%
400
984
$38.9K ﹤0.01%
961
-1,189
985
$38.9K ﹤0.01%
720
986
$38.7K ﹤0.01%
310
987
$38.5K ﹤0.01%
467
988
$38.5K ﹤0.01%
708
989
$38.2K ﹤0.01%
358
990
$37.9K ﹤0.01%
+252
991
$37.9K ﹤0.01%
530
992
$37.6K ﹤0.01%
460
993
$37.3K ﹤0.01%
+754
994
$36.9K ﹤0.01%
430
995
$36.8K ﹤0.01%
1,490
996
$36.7K ﹤0.01%
4,000
997
$36.7K ﹤0.01%
671
+7
998
$36.6K ﹤0.01%
844
999
$36.6K ﹤0.01%
+2,790
1000
$36.6K ﹤0.01%
+15,000