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
1051
$29.7K ﹤0.01%
832
+14
1052
$29.7K ﹤0.01%
115
1053
$29.6K ﹤0.01%
420
1054
$29.5K ﹤0.01%
1,367
1055
$29.3K ﹤0.01%
276
-26,739
1056
$29.2K ﹤0.01%
402
+2
1057
$29K ﹤0.01%
750
+718
1058
$28.8K ﹤0.01%
2,694
1059
$28.7K ﹤0.01%
231
1060
$28.7K ﹤0.01%
2,613
1061
$28.7K ﹤0.01%
170
1062
$28.3K ﹤0.01%
1,061
-800
1063
$28.2K ﹤0.01%
594
-158
1064
$28.1K ﹤0.01%
800
1065
$27.8K ﹤0.01%
318
1066
$27.2K ﹤0.01%
588
1067
$26.9K ﹤0.01%
550
1068
$26.8K ﹤0.01%
686
+7
1069
$26.1K ﹤0.01%
520
+75
1070
$26.1K ﹤0.01%
500
1071
$26.1K ﹤0.01%
300
-41,450
1072
$26.1K ﹤0.01%
150
-765
1073
$26K ﹤0.01%
118
1074
$25.8K ﹤0.01%
300
-100
1075
$25.7K ﹤0.01%
267
41 42
43
44 45