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
326
$1.07M 0.05%
55,348
-6,962
327
$1.06M 0.05%
16,756
+11,370
328
$1.06M 0.05%
844
-27
329
$1.03M 0.04%
31,210
+1,913
330
$1.02M 0.04%
39,580
+208
331
$1.01M 0.04%
+209,058
332
$1.01M 0.04%
5,588
-1,496
333
$1.01M 0.04%
+37,659
334
$1.01M 0.04%
571,183
+3,526
335
$992K 0.04%
140,737
+44,244
336
$986K 0.04%
20,194
+4,119
337
$981K 0.04%
16,591
338
$974K 0.04%
46,500
+5,000
339
$970K 0.04%
21,138
+3,418
340
$969K 0.04%
20,444
-400
341
$967K 0.04%
257,934
+1,421
342
$951K 0.04%
53,500
-6,000
343
$941K 0.04%
5,132
-597
344
$935K 0.04%
69,636
345
$934K 0.04%
11,235
-227
346
$929K 0.04%
16,362
-4,052
347
$924K 0.04%
19,763
-8,812
348
$923K 0.04%
89,762
+47
349
$922K 0.04%
13,318
-438
350
$921K 0.04%
19,887
-2,298
12 13
14
15 16