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
126
$7.17M 0.16%
247,701
+5,155
127
$7.12M 0.16%
+259,747
128
$6.97M 0.16%
90,283
+4,189
129
$6.85M 0.16%
39,233
-221
130
$6.73M 0.15%
76,096
-103,349
131
$6.62M 0.15%
17,337
-155
132
$6.58M 0.15%
57,702
-192
133
$6.55M 0.15%
128,806
+120,173
134
$6.55M 0.15%
6,898
-625
135
$6.43M 0.15%
10,176
-177
136
$6.42M 0.15%
46,974
+6,229
137
$6.35M 0.14%
66,323
+11,325
138
$6.3M 0.14%
11,704
+2,838
139
$6.25M 0.14%
118,357
-45,842
140
$6.21M 0.14%
36,473
+1,015
141
$6.03M 0.14%
30,839
-895
142
$6.01M 0.14%
32,061
-700
143
$5.88M 0.13%
127,700
-53,720
144
$5.84M 0.13%
260,187
-830
145
$5.83M 0.13%
70,115
-181
146
$5.8M 0.13%
11,738
-434
147
$5.79M 0.13%
120,938
-47,830
148
$5.68M 0.13%
880,880
+734,410
149
$5.66M 0.13%
57,704
-242
150
$5.6M 0.13%
307,533
+2,000
4 5
6
7 8