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
1101
$23.2K ﹤0.01%
352
1102
$23.1K ﹤0.01%
223
+3
1103
$23.1K ﹤0.01%
182
+8
1104
$22.7K ﹤0.01%
2,150
1105
$22.7K ﹤0.01%
4,000
1106
$22.7K ﹤0.01%
164
-75
1107
$21.9K ﹤0.01%
625
1108
$21.9K ﹤0.01%
75
1109
$21.9K ﹤0.01%
5,000
1110
$21.7K ﹤0.01%
3,060
-4,056
1111
$21.6K ﹤0.01%
362
+3
1112
$21.5K ﹤0.01%
171
1113
$21.4K ﹤0.01%
4,000
1114
$21.4K ﹤0.01%
177
1115
$21.3K ﹤0.01%
800
1116
$21.2K ﹤0.01%
400
1117
$21.1K ﹤0.01%
235,804
+193,750
1118
$20.9K ﹤0.01%
175
-250
1119
$20.9K ﹤0.01%
1,100
1120
$20.9K ﹤0.01%
191
+1
1121
$20.7K ﹤0.01%
+438
1122
$20.5K ﹤0.01%
152
+2
1123
$20.4K ﹤0.01%
2,207
1124
$20.4K ﹤0.01%
200
1125
$20.3K ﹤0.01%
63
43 44
45
46 47