AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1301
$7.2K ﹤0.01%
95
1302
$6.97K ﹤0.01%
105
1303
$6.97K ﹤0.01%
312
1304
$6.92K ﹤0.01%
108
1305
$6.71K ﹤0.01%
183
+6
1306
$6.49K ﹤0.01%
500
1307
$6.41K ﹤0.01%
648
1308
$6.23K ﹤0.01%
+137
1309
$6.2K ﹤0.01%
54
1310
$6.17K ﹤0.01%
1,332
1311
$6.16K ﹤0.01%
100
1312
$6.11K ﹤0.01%
112
1313
$6.11K ﹤0.01%
100
1314
$6.09K ﹤0.01%
25
1315
$6.08K ﹤0.01%
128
+45
1316
$6.07K ﹤0.01%
100
1317
$6.06K ﹤0.01%
17,322
-2,578
1318
$6.03K ﹤0.01%
252
1319
$6.01K ﹤0.01%
710
1320
$5.96K ﹤0.01%
124
-9
1321
$5.95K ﹤0.01%
310
-50
1322
$5.89K ﹤0.01%
40
1323
$5.85K ﹤0.01%
124
1324
$5.84K ﹤0.01%
29,200
-1,400
1325
$5.8K ﹤0.01%
85
51 52
53
54 55