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
301
$1.3M 0.05%
283,546
+24,595
302
$1.3M 0.05%
126,074
303
$1.27M 0.05%
48,640
304
$1.26M 0.05%
62,320
-10,400
305
$1.26M 0.05%
103,626
-4,154
306
$1.26M 0.05%
53,148
+2,952
307
$1.26M 0.05%
43,308
-15,416
308
$1.25M 0.05%
113,858
309
$1.24M 0.05%
282,836
-3,285
310
$1.23M 0.05%
849
311
$1.22M 0.05%
60,170
312
$1.21M 0.05%
25,490
+270
313
$1.21M 0.04%
10,309
-570
314
$1.21M 0.04%
7,552
-786
315
$1.2M 0.04%
47,700
316
$1.19M 0.04%
46,575
-5,925
317
$1.19M 0.04%
42,631
318
$1.18M 0.04%
14,816
+1,340
319
$1.18M 0.04%
168,358
-936
320
$1.17M 0.04%
268,252
+15,409
321
$1.17M 0.04%
127,993
-143,626
322
$1.17M 0.04%
10,830
+192
323
$1.16M 0.04%
103,932
-4,692
324
$1.15M 0.04%
6,969
-1,080
325
$1.15M 0.04%
8,630