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
1026
$32.9K ﹤0.01%
815
-50
1027
$32.7K ﹤0.01%
400
1028
$32.6K ﹤0.01%
6,100
1029
$32.5K ﹤0.01%
550
1030
$32.4K ﹤0.01%
1,245
1031
$32.4K ﹤0.01%
335
1032
$32.1K ﹤0.01%
250
-298
1033
$31.9K ﹤0.01%
353
1034
$31.7K ﹤0.01%
1,350
1035
$31.6K ﹤0.01%
+3,900
1036
$31.5K ﹤0.01%
1,000
1037
$30.9K ﹤0.01%
448
1038
$30.8K ﹤0.01%
279
+2
1039
$30.8K ﹤0.01%
1,505
+10
1040
$30.7K ﹤0.01%
1,075
1041
$30.5K ﹤0.01%
398
1042
$30.4K ﹤0.01%
847
+7
1043
$30.3K ﹤0.01%
402
+2
1044
$30.3K ﹤0.01%
1,368
1045
$30.2K ﹤0.01%
200
-92
1046
$30K ﹤0.01%
20
1047
$30K ﹤0.01%
4,040
1048
$30K ﹤0.01%
7,550
-3,000
1049
$29.8K ﹤0.01%
400
1050
$29.7K ﹤0.01%
2,000
40 41
42
43 44