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
1501
$761 ﹤0.01%
645
1502
$729 ﹤0.01%
11,886
1503
$719 ﹤0.01%
116
1504
$716 ﹤0.01%
127
1505
$696 ﹤0.01%
6
1506
$672 ﹤0.01%
39
1507
$644 ﹤0.01%
22
+10
1508
$626 ﹤0.01%
3,669
1509
$602 ﹤0.01%
12
-266
1510
$601 ﹤0.01%
8
1511
$592 ﹤0.01%
20,339
1512
$585 ﹤0.01%
13
1513
$556 ﹤0.01%
58
1514
$556 ﹤0.01%
+1
1515
$555 ﹤0.01%
33
1516
$548 ﹤0.01%
7,826
1517
$537 ﹤0.01%
27
1518
$497 ﹤0.01%
8,154
1519
$494 ﹤0.01%
8
1520
$489 ﹤0.01%
5
1521
$450 ﹤0.01%
100
1522
$444 ﹤0.01%
19
1523
$433 ﹤0.01%
6,000
1524
$429 ﹤0.01%
+2
1525
$418 ﹤0.01%
+5
59 60
61
62 63