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
1726
– –
0
1727
$0 ﹤0.01%
640
1728
$0 ﹤0.01%
6,000
1729
– –
-4,948
1730
– –
-5
1731
$0 ﹤0.01%
250
1732
– –
-160,364
1733
– –
-100
1734
$0 ﹤0.01%
142
1735
– –
-100
1736
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-100
1737
– –
-8
1738
– –
-100
1739
– –
-17,410
1740
– –
-76,904
1741
– –
-19,710
1742
$0 ﹤0.01%
32,365
1743
– –
-200
1744
$0 ﹤0.01%
35,100
1745
$0 ﹤0.01%
9,450
1746
$0 ﹤0.01%
85
1747
– –
-7,300
1748
$0 ﹤0.01%
580
1749
– –
0
1750
$0 ﹤0.01%
1,000
68 69
70
71 72