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
176
$4.57M 0.1%
23,826
-463
177
$4.55M 0.1%
47,100
+200
178
$4.53M 0.1%
78,793
+9,238
179
$4.47M 0.1%
8,821
-55
180
$4.46M 0.1%
130,067
-1,870
181
$4.43M 0.1%
139,407
+6,843
182
$4.3M 0.1%
10,030
-950
183
$4.24M 0.1%
43,501
-246
184
$4M 0.09%
991,420
-352,530
185
$3.98M 0.09%
129,246
+16,107
186
$3.96M 0.09%
474,831
+23,599
187
$3.95M 0.09%
43,826
-1,552
188
$3.92M 0.09%
19,394
+752
189
$3.91M 0.09%
202,616
190
$3.88M 0.09%
143,915
+1,801
191
$3.87M 0.09%
32,896
-219
192
$3.83M 0.09%
282,437
-157,879
193
$3.79M 0.09%
18,341
-845
194
$3.78M 0.09%
24,920
+4,630
195
$3.78M 0.09%
167,284
-1,280
196
$3.65M 0.08%
128,197
+540
197
$3.55M 0.08%
172,452
-6,592
198
$3.45M 0.08%
82,159
-82,310
199
$3.44M 0.08%
14,158
+285
200
$3.42M 0.08%
43,076
-4,862
6 7
8
9 10