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
351
$1M 0.04%
55,916
-180
352
$973K 0.04%
16,334
+144
353
$973K 0.04%
+23,170
354
$963K 0.04%
13,970
+8
355
$962K 0.04%
11,975
356
$961K 0.04%
19,562
357
$959K 0.04%
25,818
+12,834
358
$945K 0.04%
14,620
359
$933K 0.03%
23,450
+2,600
360
$930K 0.03%
31,920
-1,250
361
$929K 0.03%
+36,500
362
$923K 0.03%
40,740
363
$920K 0.03%
+23,524
364
$919K 0.03%
38,613
+11,230
365
$918K 0.03%
33,500
+500
366
$916K 0.03%
72,140
367
$913K 0.03%
4,770
-300
368
$910K 0.03%
12,555
+6,596
369
$907K 0.03%
99,000
370
$905K 0.03%
+29,100
371
$903K 0.03%
53,287
+23,157
372
$901K 0.03%
5,440
+3,039
373
$893K 0.03%
12,170
-849
374
$892K 0.03%
9,835
375
$888K 0.03%
63,639
-1,909