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
251
$1.64M 0.07%
31,220
+1,300
252
$1.64M 0.07%
45,515
+6,771
253
$1.62M 0.07%
105,310
-6,210
254
$1.62M 0.07%
29,336
-2,800
255
$1.61M 0.07%
57,267
256
$1.6M 0.07%
30,562
-60
257
$1.6M 0.07%
107,560
+575
258
$1.6M 0.07%
386,072
+42,920
259
$1.6M 0.07%
+146,000
260
$1.59M 0.07%
5,490
-1,160
261
$1.59M 0.07%
24,389
-6,230
262
$1.58M 0.07%
128,200
263
$1.57M 0.07%
23,515
-1,272
264
$1.57M 0.07%
171,090
+812
265
$1.57M 0.07%
59,147
-2,500
266
$1.55M 0.07%
16,200
+209
267
$1.54M 0.07%
222,618
+1,081
268
$1.54M 0.07%
285,616
+1,410
269
$1.51M 0.07%
54,090
-20,901
270
$1.48M 0.06%
128,708
-18,673
271
$1.48M 0.06%
57,000
+8,333
272
$1.47M 0.06%
146,965
-17,782
273
$1.47M 0.06%
62,090
-28,253
274
$1.46M 0.06%
63,606
+363
275
$1.46M 0.06%
10,858
-2,453
9 10
11
12 13