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
1551
$274 ﹤0.01%
10
1552
$267 ﹤0.01%
6,000
1553
$262 ﹤0.01%
5
-295
1554
$262 ﹤0.01%
+7
1555
$260 ﹤0.01%
2,000
1556
$257 ﹤0.01%
5
1557
$256 ﹤0.01%
5,050
1558
$254 ﹤0.01%
10,850
1559
$253 ﹤0.01%
+7
1560
$251 ﹤0.01%
+5
1561
$249 ﹤0.01%
+1
1562
$248 ﹤0.01%
+4
1563
$248 ﹤0.01%
2,791
1564
$244 ﹤0.01%
+1
1565
$244 ﹤0.01%
40
1566
$238 ﹤0.01%
222
1567
$234 ﹤0.01%
+6
1568
$231 ﹤0.01%
2,000
1569
$226 ﹤0.01%
+3
1570
$226 ﹤0.01%
6,450
1571
$224 ﹤0.01%
5,000
1572
$221 ﹤0.01%
+1
1573
$221 ﹤0.01%
+2
1574
$220 ﹤0.01%
+1
1575
$220 ﹤0.01%
8,620
61 62
63
64 65