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
1126
$20.2K ﹤0.01%
200
1127
$20K ﹤0.01%
1,553
1128
$19.9K ﹤0.01%
203
+3
1129
$19.8K ﹤0.01%
34
1130
$19.6K ﹤0.01%
2,000
1131
$19.6K ﹤0.01%
2
1132
$19.6K ﹤0.01%
271
-93
1133
$19.2K ﹤0.01%
88
-13
1134
$19.2K ﹤0.01%
150
1135
$19K ﹤0.01%
248
+13
1136
$18.9K ﹤0.01%
+500
1137
$18.9K ﹤0.01%
77
1138
$18.8K ﹤0.01%
450
1139
$18.8K ﹤0.01%
969
-67
1140
$18.6K ﹤0.01%
123
+100
1141
$18.4K ﹤0.01%
257
-190
1142
$18.2K ﹤0.01%
485
1143
$18.1K ﹤0.01%
275
+150
1144
$17.9K ﹤0.01%
100
1145
$17.8K ﹤0.01%
366
1146
$17.7K ﹤0.01%
105
-1
1147
$17.6K ﹤0.01%
450
1148
$17.5K ﹤0.01%
113
+2
1149
$17.3K ﹤0.01%
150
1150
$17.1K ﹤0.01%
127
44 45
46
47 48