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
1376
$4.13K ﹤0.01%
26
-13
1377
$4.08K ﹤0.01%
137
1378
$3.99K ﹤0.01%
134
1379
$3.98K ﹤0.01%
+50
1380
$3.95K ﹤0.01%
473
1381
$3.92K ﹤0.01%
300
1382
$3.86K ﹤0.01%
107
1383
$3.85K ﹤0.01%
9
+1
1384
$3.79K ﹤0.01%
34
1385
$3.74K ﹤0.01%
333
1386
$3.71K ﹤0.01%
14
1387
$3.71K ﹤0.01%
486
-55
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$3.67K ﹤0.01%
250
1389
$3.64K ﹤0.01%
108
1390
$3.62K ﹤0.01%
32
+2
1391
$3.57K ﹤0.01%
634
1392
$3.51K ﹤0.01%
550
1393
$3.5K ﹤0.01%
243
1394
$3.46K ﹤0.01%
180
1395
$3.43K ﹤0.01%
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1396
$3.42K ﹤0.01%
1,000
-100
1397
$3.38K ﹤0.01%
90
1398
$3.31K ﹤0.01%
57
1399
$3.25K ﹤0.01%
4
+1
1400
$3.2K ﹤0.01%
+154
54 55
56
57 58