AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.67B
AUM Growth
+$393M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,437
New
Increased
Reduced
Closed

Top Buys

1 +$28M
2 +$13.7M
3 +$8.51M
4
WH icon
Wyndham Hotels & Resorts
WH
+$8.04M
5
BIG
Big Lots, Inc.
BIG
+$7.18M

Sector Composition

1 Financials 11.54%
2 Technology 10.59%
3 Industrials 9.73%
4 Consumer Discretionary 8.91%
5 Healthcare 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.95M 0.07%
35,149
252
$1.89M 0.07%
24,223
+505
253
$1.89M 0.07%
61,797
254
$1.87M 0.07%
20,000
-8,214
255
$1.82M 0.07%
11,785
+225
256
$1.81M 0.07%
10,186
+5,824
257
$1.81M 0.07%
10,609
+169
258
$1.79M 0.07%
6,034
+38
259
$1.79M 0.07%
46,932
+3,198
260
$1.78M 0.07%
+12,635
261
$1.77M 0.07%
20,030
-1,520
262
$1.76M 0.07%
32,337
-13,020
263
$1.75M 0.07%
169,122
+118,122
264
$1.75M 0.07%
43,477
+7,905
265
$1.74M 0.06%
953,000
+30,000
266
$1.74M 0.06%
93,837
-51,543
267
$1.73M 0.06%
6,521
+5
268
$1.71M 0.06%
+6,844,983
269
$1.71M 0.06%
452,130
-8,087
270
$1.71M 0.06%
62,320
-1,242
271
$1.71M 0.06%
183,276
272
$1.69M 0.06%
146,600
-900
273
$1.68M 0.06%
17,615
274
$1.67M 0.06%
21,334
-2,493
275
$1.66M 0.06%
235,587
+20,611