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
351
$916K 0.04%
113,763
+425
352
$915K 0.04%
21,271
353
$910K 0.04%
89,330
-1,249
354
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79,000
355
$897K 0.04%
+38,000
356
$877K 0.04%
16,261
+1,657
357
$875K 0.04%
5,547
-324
358
$872K 0.04%
39,600
+7,940
359
$869K 0.04%
19,526
-2,723
360
$862K 0.04%
+14,212
361
$861K 0.04%
83,766
-4,867
362
$854K 0.04%
+33,041
363
$852K 0.04%
41,747
+320
364
$847K 0.04%
24,713
365
$820K 0.04%
49,703
+37,785
366
$819K 0.04%
51,335
-160,265
367
$815K 0.04%
28,418
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368
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127,062
-83,456
369
$812K 0.04%
93,308
+29,533
370
$809K 0.04%
9,245
-358
371
$803K 0.03%
18,694
-457
372
$800K 0.03%
+15,919
373
$800K 0.03%
+33,136
374
$799K 0.03%
15,436
375
$795K 0.03%
150,000
13 14
15
16 17