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
1076
$25.4K ﹤0.01%
509
-372
1077
$25.4K ﹤0.01%
1,636
1078
$25.4K ﹤0.01%
471
1079
$25.3K ﹤0.01%
+501
1080
$25.1K ﹤0.01%
+893
1081
$25.1K ﹤0.01%
848
-143
1082
$25K ﹤0.01%
546
1083
$24.9K ﹤0.01%
600
1084
$24.6K ﹤0.01%
416
-480
1085
$24.6K ﹤0.01%
3,000
1086
$24.6K ﹤0.01%
2,246
+24
1087
$24.6K ﹤0.01%
1,250
-144
1088
$24.5K ﹤0.01%
673
-188
1089
$24.4K ﹤0.01%
1,102
1090
$24.3K ﹤0.01%
+1,885
1091
$24.2K ﹤0.01%
224
1092
$24.1K ﹤0.01%
500
1093
$24.1K ﹤0.01%
401
+1
1094
$23.9K ﹤0.01%
385
1095
$23.9K ﹤0.01%
220
1096
$23.9K ﹤0.01%
800
1097
$23.7K ﹤0.01%
300
+3
1098
$23.7K ﹤0.01%
73
1099
$23.5K ﹤0.01%
624
1100
$23.3K ﹤0.01%
1,551
-83
42 43
44
45 46