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
151
$5.55M 0.13%
79,433
+74,603
152
$5.46M 0.12%
130,825
-4,022
153
$5.41M 0.12%
19,551
+1,646
154
$5.4M 0.12%
53,322
+1,952
155
$5.38M 0.12%
282,991
-64,203
156
$5.37M 0.12%
55,785
-48
157
$5.28M 0.12%
19,496
-272
158
$5.26M 0.12%
132,260
+513
159
$5.21M 0.12%
247,003
-320
160
$5.17M 0.12%
9,987
+4,592
161
$5.12M 0.12%
293,910
+193,470
162
$5.1M 0.12%
53,245
+7,940
163
$5.07M 0.12%
67,168
-521
164
$5.06M 0.12%
47,007
+7,141
165
$5.04M 0.11%
57,377
+4,291
166
$4.93M 0.11%
37,525
-3,318
167
$4.92M 0.11%
168,882
-4,318
168
$4.9M 0.11%
40,967
-21
169
$4.82M 0.11%
163,837
+5,510
170
$4.79M 0.11%
235,140
171
$4.72M 0.11%
38,524
172
$4.71M 0.11%
49,540
+9,990
173
$4.7M 0.11%
195,567
+18,055
174
$4.69M 0.11%
18,489
-682
175
$4.58M 0.1%
105,948
-8,483
5 6
7
8 9