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
1526
$415 ﹤0.01%
13,850
1527
$406 ﹤0.01%
9,800
-200
1528
$389 ﹤0.01%
+1
1529
$388 ﹤0.01%
+2
1530
$382 ﹤0.01%
+4,500
1531
$380 ﹤0.01%
1,900
-300
1532
$377 ﹤0.01%
11,250
1533
$376 ﹤0.01%
80
1534
$371 ﹤0.01%
+132
1535
$362 ﹤0.01%
5,000
1536
$353 ﹤0.01%
+5
1537
$350 ﹤0.01%
+4
1538
$343 ﹤0.01%
2
-57
1539
$339 ﹤0.01%
35
1540
$334 ﹤0.01%
5,050
1541
$320 ﹤0.01%
9,996
1542
$319 ﹤0.01%
5,318
1543
$318 ﹤0.01%
+2
1544
$313 ﹤0.01%
23
1545
$313 ﹤0.01%
8,347
1546
$307 ﹤0.01%
37
1547
$291 ﹤0.01%
+2
1548
$284 ﹤0.01%
71
1549
$283 ﹤0.01%
56
1550
$277 ﹤0.01%
+14
60 61
62
63 64