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
1201
$12.8K ﹤0.01%
77
1202
$12.7K ﹤0.01%
3,180
1203
$12.6K ﹤0.01%
290
1204
$12.4K ﹤0.01%
346
1205
$12.4K ﹤0.01%
170
-72,806
1206
$12.4K ﹤0.01%
1,400
-200
1207
$12.3K ﹤0.01%
482
-10
1208
$12.3K ﹤0.01%
120
-14
1209
$12.2K ﹤0.01%
1,000
1210
$12.2K ﹤0.01%
233
+5
1211
$11.9K ﹤0.01%
150
1212
$11.9K ﹤0.01%
400
1213
$11.4K ﹤0.01%
76
-13
1214
$11.4K ﹤0.01%
26
+1
1215
$11.3K ﹤0.01%
1,000
1216
$11.3K ﹤0.01%
76
+26
1217
$11K ﹤0.01%
100
1218
$11K ﹤0.01%
+100
1219
$10.9K ﹤0.01%
42
-6
1220
$10.9K ﹤0.01%
1,579
1221
$10.8K ﹤0.01%
136
1222
$10.8K ﹤0.01%
335
1223
$10.8K ﹤0.01%
200
1224
$10.7K ﹤0.01%
112
1225
$10.7K ﹤0.01%
620
47 48
49
50 51