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
201
$3.4M 0.08%
28,109
+1,166
202
$3.4M 0.08%
29,920
-14,687
203
$3.38M 0.08%
230,834
+678
204
$3.33M 0.08%
19,101
+2,979
205
$3.33M 0.08%
25,669
+25,592
206
$3.32M 0.08%
74,036
-19,620
207
$3.3M 0.08%
88,786
-11,400
208
$3.25M 0.07%
50,095
-21,486
209
$3.25M 0.07%
70,586
+500
210
$3.19M 0.07%
63,360
211
$3.15M 0.07%
70,524
+19,820
212
$3.15M 0.07%
43,355
213
$3.15M 0.07%
5,957
-48
214
$3.13M 0.07%
193,740
+119,210
215
$3.1M 0.07%
79,540
-24,130
216
$3.04M 0.07%
277,082
-11,559
217
$2.99M 0.07%
15,740
+1
218
$2.88M 0.07%
6,411
-159
219
$2.87M 0.07%
98,720
+16,931
220
$2.86M 0.07%
70,503
+1,314
221
$2.85M 0.07%
10,144
-221
222
$2.83M 0.06%
824,842
-113,900
223
$2.82M 0.06%
163,420
224
$2.81M 0.06%
114,910
225
$2.81M 0.06%
+52,980
7 8
9
10 11