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
1601
$141 ﹤0.01%
6
1602
$141 ﹤0.01%
+2
1603
$140 ﹤0.01%
43,850
1604
$135 ﹤0.01%
+50
1605
$134 ﹤0.01%
+1
1606
$131 ﹤0.01%
15,273
1607
$131 ﹤0.01%
4
-1
1608
$125 ﹤0.01%
17,300
1609
$125 ﹤0.01%
2,500
1610
$124 ﹤0.01%
+1
1611
$120 ﹤0.01%
6,139
1612
$110 ﹤0.01%
11,000
1613
$110 ﹤0.01%
66
1614
$105 ﹤0.01%
6,000
1615
$103 ﹤0.01%
5,000
1616
$100 ﹤0.01%
3,333
1617
$96 ﹤0.01%
5,200
1618
$96 ﹤0.01%
188
1619
$88 ﹤0.01%
2,600
1620
$87 ﹤0.01%
5,050
1621
$85 ﹤0.01%
2,500
1622
$81 ﹤0.01%
2,500
1623
$80 ﹤0.01%
44
1624
$80 ﹤0.01%
6,204
1625
$80 ﹤0.01%
6,250
63 64
65
66 67