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
1576
$215 ﹤0.01%
+1
1577
$215 ﹤0.01%
4,563
1578
$209 ﹤0.01%
10
1579
$207 ﹤0.01%
2
-32
1580
$202 ﹤0.01%
10,125
1581
$201 ﹤0.01%
+4
1582
$198 ﹤0.01%
30,000
1583
$193 ﹤0.01%
2,500
1584
$190 ﹤0.01%
1
-49
1585
$187 ﹤0.01%
4,366
1586
$180 ﹤0.01%
+1
1587
$178 ﹤0.01%
+1
1588
$177 ﹤0.01%
+1
1589
$177 ﹤0.01%
+1
1590
$173 ﹤0.01%
8,400
1591
$172 ﹤0.01%
8
1592
$168 ﹤0.01%
16,000
1593
$165 ﹤0.01%
12
-12
1594
$165 ﹤0.01%
1
1595
$157 ﹤0.01%
+1
1596
$157 ﹤0.01%
3,100
1597
$156 ﹤0.01%
3,750
1598
$154 ﹤0.01%
+1
1599
$152 ﹤0.01%
23
1600
$145 ﹤0.01%
1
62 63
64
65 66