AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
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
101
$9.45M 0.22%
103,536
-2,636
102
$9.43M 0.21%
190,537
+37,180
103
$9.31M 0.21%
39,120
-1,126
104
$9.27M 0.21%
193,210
-1,860
105
$9.01M 0.21%
209,207
+60,400
106
$8.88M 0.2%
74,934
-10,699
107
$8.83M 0.2%
29,643
+1,538
108
$8.8M 0.2%
6,169
+702
109
$8.56M 0.19%
253,705
+250
110
$8.53M 0.19%
22,735
-9
111
$8.46M 0.19%
334,990
-66,710
112
$8.4M 0.19%
29,675
-404
113
$8.19M 0.19%
229,529
-30,420
114
$8.12M 0.19%
89,047
-20,710
115
$7.99M 0.18%
1,152,505
+263,385
116
$7.88M 0.18%
158,639
-7
117
$7.7M 0.18%
38,318
-291
118
$7.6M 0.17%
15,567
+447
119
$7.57M 0.17%
142,314
-5,511
120
$7.52M 0.17%
31,684
+52
121
$7.31M 0.17%
29,638
+176
122
$7.3M 0.17%
382,753
+80,220
123
$7.26M 0.17%
40,538
+1,114
124
$7.19M 0.16%
85,116
-1,057
125
$7.18M 0.16%
74,864
+54,824
3 4
5
6 7