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
$2.3B
AUM Growth
+$80.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.17M
3
+$8.07M
4
NVT icon
nVent Electric
NVT
+$7.88M
5
WH icon
Wyndham Hotels & Resorts
WH
+$7.52M

Top Sells

1
+$15.3M
2
+$8.89M
3
+$8.48M
4
ALLE icon
Allegion
ALLE
+$6.9M
5
SKYW icon
Skywest
SKYW
+$6.71M

Sector Composition

1 Industrials 11.77%
2 Technology 11.37%
3 Financials 10.88%
4 Consumer Discretionary 9.92%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.1M 0.09%
11,290
-857
227
$2.06M 0.09%
39,309
-2,468
228
$2.05M 0.09%
35,914
-36,237
229
$2.02M 0.09%
173,548
+80,343
230
$2.01M 0.09%
42,164
+1,318
231
$1.97M 0.09%
129,847
232
$1.94M 0.08%
47,214
+1,353
233
$1.93M 0.08%
66,472
+50,812
234
$1.92M 0.08%
37,558
-2,608
235
$1.88M 0.08%
27,545
+9,972
236
$1.86M 0.08%
42,497
-1,329
237
$1.85M 0.08%
+48,500
238
$1.81M 0.08%
162,358
239
$1.8M 0.08%
400,557
-1,082
240
$1.79M 0.08%
655,310
+1,500
241
$1.76M 0.08%
38,149
-500
242
$1.74M 0.08%
7,455
-788
243
$1.72M 0.07%
12,732
-1,722
244
$1.72M 0.07%
464,890
+98,199
245
$1.71M 0.07%
24,952
-37
246
$1.69M 0.07%
31,263
-4,892
247
$1.68M 0.07%
90,535
248
$1.68M 0.07%
310,342
+54,277
249
$1.67M 0.07%
78,690
+4,257
250
$1.67M 0.07%
86,111
+492
8 9
10
11 12