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
1276
$8.59K ﹤0.01%
148
1277
$8.55K ﹤0.01%
270
1278
$8.48K ﹤0.01%
160
1279
$8.47K ﹤0.01%
125
1280
$8.44K ﹤0.01%
68
1281
$8.38K ﹤0.01%
1,330
1282
$8.3K ﹤0.01%
75
1283
$8.29K ﹤0.01%
330
1284
$7.98K ﹤0.01%
212
1285
$7.86K ﹤0.01%
75
+3
1286
$7.8K ﹤0.01%
142
-10
1287
$7.8K ﹤0.01%
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1288
$7.77K ﹤0.01%
257
1289
$7.73K ﹤0.01%
90
1290
$7.71K ﹤0.01%
28
+1
1291
$7.7K ﹤0.01%
950
1292
$7.68K ﹤0.01%
143
1293
$7.63K ﹤0.01%
325
1294
$7.61K ﹤0.01%
68
1295
$7.54K ﹤0.01%
642
1296
$7.43K ﹤0.01%
228
+96
1297
$7.37K ﹤0.01%
20
1298
$7.35K ﹤0.01%
110
+2
1299
$7.3K ﹤0.01%
3,015
1300
$7.26K ﹤0.01%
107
-747
50 51
52
53 54