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
1401
$3.18K ﹤0.01%
100
1402
$3.15K ﹤0.01%
51
1403
$3.13K ﹤0.01%
540
1404
$3.12K ﹤0.01%
+120
1405
$3.08K ﹤0.01%
96
-18
1406
$3.07K ﹤0.01%
100
1407
$3.06K ﹤0.01%
28
-17
1408
$3.02K ﹤0.01%
33
1409
$2.98K ﹤0.01%
82
1410
$2.97K ﹤0.01%
1,450
1411
$2.96K ﹤0.01%
+27
1412
$2.92K ﹤0.01%
70
1413
$2.91K ﹤0.01%
68
+8
1414
$2.84K ﹤0.01%
75
1415
$2.71K ﹤0.01%
35
1416
$2.67K ﹤0.01%
94
1417
$2.61K ﹤0.01%
62
1418
$2.61K ﹤0.01%
100
1419
$2.59K ﹤0.01%
50
1420
$2.55K ﹤0.01%
286
-70
1421
$2.52K ﹤0.01%
32
1422
$2.52K ﹤0.01%
125
1423
$2.48K ﹤0.01%
125
1424
$2.4K ﹤0.01%
63
1425
$2.33K ﹤0.01%
12
+2
55 56
57
58 59