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
1426
$2.29K ﹤0.01%
8
+2
1427
$2.29K ﹤0.01%
550
1428
$2.28K ﹤0.01%
125
+7
1429
$2.27K ﹤0.01%
56
1430
$2.26K ﹤0.01%
+100
1431
$2.23K ﹤0.01%
4
+1
1432
$2.2K ﹤0.01%
20
1433
$2.2K ﹤0.01%
100
1434
$2.14K ﹤0.01%
1,600
1435
$2.12K ﹤0.01%
10
1436
$2.11K ﹤0.01%
21
+3
1437
$2.11K ﹤0.01%
31
1438
$2.07K ﹤0.01%
100
-50
1439
$2.03K ﹤0.01%
29
1440
$2.02K ﹤0.01%
1,146
1441
$1.99K ﹤0.01%
155
1442
$1.98K ﹤0.01%
9
1443
$1.98K ﹤0.01%
11
+2
1444
$1.97K ﹤0.01%
128
1445
$1.95K ﹤0.01%
24,522
1446
$1.95K ﹤0.01%
25,000
1447
$1.94K ﹤0.01%
1
1448
$1.94K ﹤0.01%
167
-1
1449
$1.92K ﹤0.01%
5
1450
$1.88K ﹤0.01%
19
+2
56 57
58
59 60