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
1001
$36.6K ﹤0.01%
1,890
+28
1002
$36.5K ﹤0.01%
1,385
1003
$36.5K ﹤0.01%
4,421
-52,143
1004
$35.2K ﹤0.01%
1,325
1005
$34.9K ﹤0.01%
1,576
1006
$34.9K ﹤0.01%
1,509
1007
$34.7K ﹤0.01%
4,000
1008
$34.7K ﹤0.01%
3,000
1009
$34.6K ﹤0.01%
1,000
1010
$34.6K ﹤0.01%
1,045
+10
1011
$34.5K ﹤0.01%
485
+2
1012
$34.3K ﹤0.01%
+1,407
1013
$34.2K ﹤0.01%
5,900
1014
$34.1K ﹤0.01%
142
+2
1015
$34.1K ﹤0.01%
1,452
-54
1016
$34K ﹤0.01%
354
-57
1017
$33.9K ﹤0.01%
1,119
1018
$33.6K ﹤0.01%
500
1019
$33.6K ﹤0.01%
+360
1020
$33.5K ﹤0.01%
4,898
1021
$33.4K ﹤0.01%
100
1022
$33.3K ﹤0.01%
1,849
1023
$33.2K ﹤0.01%
333
-60
1024
$33.1K ﹤0.01%
279
1025
$32.9K ﹤0.01%
183
+4
39 40
41
42 43