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
1701
– –
-2,500
1702
$0 ﹤0.01%
70,000
1703
$0 ﹤0.01%
23,200
1704
$0 ﹤0.01%
3,000
1705
$0 ﹤0.01%
4,300
1706
$0 ﹤0.01%
17,542
1707
– –
0
1708
$0 ﹤0.01%
4,360
1709
$0 ﹤0.01%
5,298
1710
$0 ﹤0.01%
6,540
1711
$0 ﹤0.01%
2,000
1712
– –
-87
1713
$0 ﹤0.01%
20,213
1714
$0 ﹤0.01%
100
1715
– –
0
1716
– –
-200
1717
– –
-2,000
1718
$0 ﹤0.01%
28
1719
$0 ﹤0.01%
11,585
1720
$0 ﹤0.01%
400
1721
– –
-1,500
1722
$0 ﹤0.01%
12,098
1723
– –
-2,607
1724
$0 ﹤0.01%
310
1725
– –
-2,500
67 68
69
70 71