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
1651
$2 ﹤0.01%
5,000
1652
$2 ﹤0.01%
15,470
1653
$1 ﹤0.01%
1
1654
$1 ﹤0.01%
12,698
1655
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-270
1656
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1657
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1658
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-5,171
1659
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-477
1660
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-50
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-21
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-25
1663
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-31,559
1664
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-10
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-85
1666
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-1,700
1667
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-2,000
1668
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1669
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1670
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-10,000
1671
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-41
1672
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0
1673
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0
1674
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-100
1675
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-10,000
65 66
67
68 69