AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
1751
– –
0
1752
– –
-59
1753
$0 ﹤0.01%
5,298
1754
$0 ﹤0.01%
6,540
1755
$0 ﹤0.01%
2,000
1756
– –
-87
1757
– –
-200
1758
– –
-2,000
1759
$0 ﹤0.01%
11,585
1760
$0 ﹤0.01%
400
1761
– –
-2,607
1762
$0 ﹤0.01%
310
1763
– –
-2,500
1764
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0
1765
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-200
1766
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-1
1767
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-100
1768
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-8
1769
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-100
1770
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-17,410
1771
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-76,904
1772
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-353
1773
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-200
1774
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-11
1775
– –
-88,974
69 70
71
72 73