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
326
$1.15M 0.04%
78,216
-16,960
327
$1.15M 0.04%
794,672
+114,124
328
$1.15M 0.04%
211,568
+25,723
329
$1.15M 0.04%
96,358
-20,748
330
$1.15M 0.04%
17,561
331
$1.14M 0.04%
5,493
332
$1.13M 0.04%
75,185
-851
333
$1.13M 0.04%
40,237
-4,996
334
$1.13M 0.04%
218,163
-14,551
335
$1.13M 0.04%
226,423
+20,209
336
$1.12M 0.04%
11,948
+30
337
$1.11M 0.04%
86,466
-1,116
338
$1.1M 0.04%
216,355
+61,676
339
$1.09M 0.04%
+42,000
340
$1.08M 0.04%
244,659
+22,035
341
$1.07M 0.04%
94,773
+3,267
342
$1.07M 0.04%
41,839
+4,571
343
$1.06M 0.04%
130,388
-3,020
344
$1.05M 0.04%
163,428
-8,287
345
$1.04M 0.04%
30,348
-49,581
346
$1.04M 0.04%
11,344
+372
347
$1.03M 0.04%
+13,968
348
$1.03M 0.04%
69,150
+5,852
349
$1.03M 0.04%
7,549
-12
350
$1.02M 0.04%
14,842
-180