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
1326
$5.75K ﹤0.01%
20
1327
$5.69K ﹤0.01%
33
+1
1328
$5.68K ﹤0.01%
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1329
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+200
1330
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1331
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70
1332
$5.59K ﹤0.01%
609
1333
$5.58K ﹤0.01%
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1334
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+500
1335
$5.43K ﹤0.01%
50
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1336
$5.41K ﹤0.01%
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1338
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150
1339
$5.3K ﹤0.01%
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-14
1340
$5.29K ﹤0.01%
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1341
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+121
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$5.2K ﹤0.01%
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1343
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1344
$5.08K ﹤0.01%
171
-11
1345
$5.07K ﹤0.01%
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1346
$5.06K ﹤0.01%
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1347
$5.04K ﹤0.01%
26
-19
1348
$5.01K ﹤0.01%
95
1349
$5K ﹤0.01%
749
1350
$4.96K ﹤0.01%
600
52 53
54
55 56