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
$2.67B
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
276
$1.66M 0.06%
250,420
+204,320
277
$1.65M 0.06%
10,224
278
$1.65M 0.06%
11,958
279
$1.63M 0.06%
52,757
-62,624
280
$1.63M 0.06%
+31,500
281
$1.62M 0.06%
225,675
-30,775
282
$1.58M 0.06%
27,563
+475
283
$1.56M 0.06%
+10,659
284
$1.54M 0.06%
12,048
-287
285
$1.52M 0.06%
15,327
-947
286
$1.51M 0.06%
869,000
+79,000
287
$1.51M 0.06%
179,908
-264
288
$1.47M 0.05%
109,442
-2,000
289
$1.47M 0.05%
346
290
$1.45M 0.05%
+21,492
291
$1.45M 0.05%
27,724
-7,000
292
$1.42M 0.05%
19,548
+3,029
293
$1.41M 0.05%
10,270
294
$1.4M 0.05%
35,273
+25,883
295
$1.37M 0.05%
+178,272
296
$1.36M 0.05%
242,008
-1,445
297
$1.36M 0.05%
+27,000
298
$1.33M 0.05%
142,298
-69,216
299
$1.33M 0.05%
5,432
+54
300
$1.33M 0.05%
84,430
-2,824