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
1476
$1.23K ﹤0.01%
50
1477
$1.22K ﹤0.01%
20
1478
$1.2K ﹤0.01%
76
-5,009
1479
$1.19K ﹤0.01%
566,052
1480
$1.19K ﹤0.01%
19,800
1481
$1.15K ﹤0.01%
18
1482
$1.14K ﹤0.01%
1,225
1483
$1.12K ﹤0.01%
100
-100
1484
$1.12K ﹤0.01%
75
1485
$1.1K ﹤0.01%
+10,449
1486
$1.05K ﹤0.01%
16
1487
$995 ﹤0.01%
78
1488
$992 ﹤0.01%
185
1489
$966 ﹤0.01%
50
1490
$904 ﹤0.01%
20
-20
1491
$893 ﹤0.01%
22
1492
$864 ﹤0.01%
847
1493
$852 ﹤0.01%
300
1494
$841 ﹤0.01%
36
1495
$840 ﹤0.01%
149
1496
$825 ﹤0.01%
19
1497
$811 ﹤0.01%
4
1498
$795 ﹤0.01%
43
-72
1499
$788 ﹤0.01%
19,700
1500
$787 ﹤0.01%
44,735
58 59
60
61 62