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
1626
$79 ﹤0.01%
3,175
1627
$77 ﹤0.01%
7
-2
1628
$63 ﹤0.01%
5,000
1629
$57 ﹤0.01%
2,500
1630
$52 ﹤0.01%
+2,607
1631
$51 ﹤0.01%
20
1632
$51 ﹤0.01%
4,550
1633
$44 ﹤0.01%
2
1634
$43 ﹤0.01%
14,004
1635
$35 ﹤0.01%
1
1636
$31 ﹤0.01%
5,000
1637
$30 ﹤0.01%
3,700
1638
$25 ﹤0.01%
2,500
1639
– –
0
1640
$17 ﹤0.01%
3,250
1641
$13 ﹤0.01%
2,500
1642
$12 ﹤0.01%
2
1643
$12 ﹤0.01%
8,150
1644
$7 ﹤0.01%
3,200
1645
$7 ﹤0.01%
8,600
1646
– –
0
1647
$3 ﹤0.01%
25,263
1648
$3 ﹤0.01%
2,600
1649
$3 ﹤0.01%
2,700
1650
$2 ﹤0.01%
147
-73
64 65
66
67 68