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
301
$1.25M 0.05%
15,071
-7,390
302
$1.25M 0.05%
35,736
+325
303
$1.23M 0.05%
10,088
-2,954
304
$1.23M 0.05%
161,814
+854
305
$1.22M 0.05%
234,614
+1,236
306
$1.21M 0.05%
9,083
-1,456
307
$1.21M 0.05%
15,236
+8,932
308
$1.2M 0.05%
145,734
+1,005
309
$1.19M 0.05%
22,376
-2,844
310
$1.19M 0.05%
26,619
+27
311
$1.18M 0.05%
89,092
+474
312
$1.18M 0.05%
22,665
-109
313
$1.17M 0.05%
374,117
+1,984
314
$1.15M 0.05%
140,016
+348
315
$1.14M 0.05%
103,980
-6,492
316
$1.14M 0.05%
144,206
-65,664
317
$1.13M 0.05%
15,927
-1,968
318
$1.12M 0.05%
17,205
+3,195
319
$1.12M 0.05%
90,992
+497
320
$1.12M 0.05%
15,638
-300
321
$1.12M 0.05%
199,361
+1,250
322
$1.11M 0.05%
557,655
+93,620
323
$1.09M 0.05%
82,282
-3,182
324
$1.08M 0.05%
28,283
+13,133
325
$1.08M 0.05%
19,033
-3,336
11 12
13
14 15