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
1176
$14.7K ﹤0.01%
1,150
-4,000
1177
$14.7K ﹤0.01%
500
1178
$14.7K ﹤0.01%
46
1179
$14.6K ﹤0.01%
514
1180
$14.4K ﹤0.01%
500
1181
$14.4K ﹤0.01%
300
1182
$14.1K ﹤0.01%
82
1183
$13.9K ﹤0.01%
366
1184
$13.6K ﹤0.01%
185
1185
$13.5K ﹤0.01%
2,190
1186
$13.5K ﹤0.01%
213
+43
1187
$13.5K ﹤0.01%
400
-588
1188
$13.4K ﹤0.01%
129
+9
1189
$13.4K ﹤0.01%
700
1190
$13.4K ﹤0.01%
120
1191
$13.3K ﹤0.01%
27
1192
$13.2K ﹤0.01%
152
1193
$13.2K ﹤0.01%
320
1194
$13.2K ﹤0.01%
69
1195
$13.1K ﹤0.01%
257
1196
$13.1K ﹤0.01%
127
-150
1197
$13K ﹤0.01%
1,000
1198
$12.9K ﹤0.01%
125
1199
$12.9K ﹤0.01%
215
1200
$12.8K ﹤0.01%
155
46 47
48
49 50