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
1226
$10.7K ﹤0.01%
2,500
1227
$10.6K ﹤0.01%
200
-200
1228
$10.6K ﹤0.01%
60
+12
1229
$10.5K ﹤0.01%
68
1230
$10.5K ﹤0.01%
+100
1231
$10.5K ﹤0.01%
103
1232
$10.5K ﹤0.01%
1,000
1233
$10.4K ﹤0.01%
425
-100
1234
$10.4K ﹤0.01%
80
-77
1235
$10.4K ﹤0.01%
346
+1
1236
$10.4K ﹤0.01%
200
1237
$10.4K ﹤0.01%
261
-5
1238
$10.4K ﹤0.01%
250
1239
$10.3K ﹤0.01%
21
1240
$10.3K ﹤0.01%
1,000
1241
$10.3K ﹤0.01%
50
+38
1242
$10.2K ﹤0.01%
50
1243
$10.2K ﹤0.01%
76
+2
1244
$10.2K ﹤0.01%
300
1245
$10.1K ﹤0.01%
58
1246
$10.1K ﹤0.01%
151
-88
1247
$10K ﹤0.01%
214
1248
$9.8K ﹤0.01%
80
+37
1249
$9.79K ﹤0.01%
121
1250
$9.78K ﹤0.01%
251
-19,610
48 49
50
51 52