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
1351
$4.91K ﹤0.01%
1,050
-100
1352
$4.91K ﹤0.01%
27
+2
1353
$4.88K ﹤0.01%
100
1354
$4.81K ﹤0.01%
28
-318
1355
$4.81K ﹤0.01%
100
1356
$4.79K ﹤0.01%
1,522
1357
$4.7K ﹤0.01%
150
-225
1358
$4.69K ﹤0.01%
54
1359
$4.65K ﹤0.01%
241
1360
$4.63K ﹤0.01%
500
1361
$4.55K ﹤0.01%
190
+34
1362
$4.55K ﹤0.01%
48
1363
$4.53K ﹤0.01%
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1364
$4.45K ﹤0.01%
31
-30
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$4.33K ﹤0.01%
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1366
$4.33K ﹤0.01%
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1367
$4.32K ﹤0.01%
65
+3
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$4.3K ﹤0.01%
+800
1369
$4.29K ﹤0.01%
133
-157
1370
$4.25K ﹤0.01%
39
1371
$4.24K ﹤0.01%
26
+1
1372
$4.23K ﹤0.01%
+117
1373
$4.22K ﹤0.01%
313
1374
$4.19K ﹤0.01%
17
1375
$4.18K ﹤0.01%
120
53 54
55
56 57