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
1151
$17K ﹤0.01%
240
1152
$17K ﹤0.01%
300
1153
$16.8K ﹤0.01%
1,000
1154
$16.7K ﹤0.01%
176
1155
$16.4K ﹤0.01%
1,553
-1
1156
$16.4K ﹤0.01%
556
1157
$16.4K ﹤0.01%
207
1158
$16.3K ﹤0.01%
392
+99
1159
$16.1K ﹤0.01%
350
1160
$16.1K ﹤0.01%
1,800
-600
1161
$16.1K ﹤0.01%
180
+4
1162
$16K ﹤0.01%
80
1163
$15.9K ﹤0.01%
245
+6
1164
$15.9K ﹤0.01%
200
1165
$15.8K ﹤0.01%
135
1166
$15.8K ﹤0.01%
174
1167
$15.8K ﹤0.01%
1,000
1168
$15.6K ﹤0.01%
156
1169
$15.5K ﹤0.01%
54
1170
$15.2K ﹤0.01%
116
1171
$15.2K ﹤0.01%
400
1172
$15K ﹤0.01%
1,419
1173
$14.9K ﹤0.01%
337
1174
$14.8K ﹤0.01%
700
1175
$14.7K ﹤0.01%
301