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
1251
$9.77K ﹤0.01%
441
1252
$9.77K ﹤0.01%
1,320
1253
$9.76K ﹤0.01%
70
1254
$9.74K ﹤0.01%
220
+70
1255
$9.73K ﹤0.01%
600
1256
$9.66K ﹤0.01%
+368
1257
$9.64K ﹤0.01%
208
-68
1258
$9.62K ﹤0.01%
250
1259
$9.6K ﹤0.01%
+500
1260
$9.56K ﹤0.01%
1,068
1261
$9.49K ﹤0.01%
750
1262
$9.38K ﹤0.01%
299
1263
$9.36K ﹤0.01%
33
-18
1264
$9.35K ﹤0.01%
538
1265
$9.32K ﹤0.01%
100
1266
$9.22K ﹤0.01%
539
-161,256
1267
$9.19K ﹤0.01%
96
1268
$9.19K ﹤0.01%
264
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1269
$8.96K ﹤0.01%
221
+7
1270
$8.93K ﹤0.01%
156
1271
$8.85K ﹤0.01%
400
1272
$8.83K ﹤0.01%
1,150
1273
$8.8K ﹤0.01%
1,500
1274
$8.79K ﹤0.01%
200
1275
$8.75K ﹤0.01%
73
49 50
51
52 53