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
1801
– –
-5,600
1802
– –
-9
1803
– –
-1,200
1804
– –
-337
1805
– –
0
1806
– –
-152,817
1807
– –
-15
1808
– –
-107
1809
– –
-100
1810
– –
-391
1811
– –
-559
1812
– –
-75
1813
– –
-25
1814
– –
-31
1815
– –
-100
1816
– –
-1,000
1817
– –
-100
1818
– –
-29
1819
– –
-100
1820
– –
0
1821
– –
-40
1822
– –
-37
1823
– –
-300
1824
– –
-30
1825
– –
-10
71 72
73
74 75