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
276
$1.44M 0.06%
9,258
-2,390
277
$1.44M 0.06%
10,835
+2,365
278
$1.43M 0.06%
103,256
+498
279
$1.41M 0.06%
95,710
280
$1.41M 0.06%
127,459
+21,484
281
$1.39M 0.06%
64,009
+6,659
282
$1.39M 0.06%
50,397
-161,987
283
$1.36M 0.06%
11,727
+6,425
284
$1.35M 0.06%
29,738
+700
285
$1.35M 0.06%
69,064
-1,481
286
$1.34M 0.06%
162,563
+20,836
287
$1.33M 0.06%
11,375
288
$1.33M 0.06%
+330,522
289
$1.33M 0.06%
22,442
-3,136
290
$1.33M 0.06%
147,938
+42,609
291
$1.33M 0.06%
24,968
+1,610
292
$1.31M 0.06%
+94,519
293
$1.3M 0.06%
9,410
294
$1.29M 0.06%
40,229
295
$1.28M 0.06%
9,444
+777
296
$1.28M 0.06%
542,000
+154,000
297
$1.28M 0.06%
44,470
+3,719
298
$1.27M 0.06%
44,709
-3,594
299
$1.27M 0.06%
3,676
-110
300
$1.26M 0.05%
16,231
+4,711
10 11
12
13 14