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
1451
$1.77K ﹤0.01%
100
1452
$1.74K ﹤0.01%
525
1453
$1.73K ﹤0.01%
126
1454
$1.7K ﹤0.01%
17
-84
1455
$1.68K ﹤0.01%
185
1456
$1.65K ﹤0.01%
20
1457
$1.63K ﹤0.01%
100
1458
$1.62K ﹤0.01%
42
1459
$1.61K ﹤0.01%
15
-216
1460
$1.55K ﹤0.01%
42
1461
$1.5K ﹤0.01%
45
-622
1462
$1.49K ﹤0.01%
10,000
1463
$1.46K ﹤0.01%
25
1464
$1.43K ﹤0.01%
7,500
1465
$1.4K ﹤0.01%
100
1466
$1.4K ﹤0.01%
116
1467
$1.37K ﹤0.01%
18
1468
$1.35K ﹤0.01%
45,000
1469
$1.31K ﹤0.01%
63
1470
$1.3K ﹤0.01%
100
1471
$1.27K ﹤0.01%
51,800
1472
$1.26K ﹤0.01%
28,000
1473
$1.25K ﹤0.01%
33,458
1474
$1.24K ﹤0.01%
110
1475
$1.23K ﹤0.01%
17,548
57 58
59
60 61