AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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 11.79%
2 Technology 11.35%
3 Financials 10.95%
4 Consumer Discretionary 9.92%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$795K 0.03%
21,158
-37,816
377
$794K 0.03%
21,350
-724
378
$793K 0.03%
90,677
+505
379
$792K 0.03%
7,214
-1,571
380
$788K 0.03%
22,702
+48
381
$787K 0.03%
130,155
+38,664
382
$787K 0.03%
254,000
+42,000
383
$784K 0.03%
19,490
+3,317
384
$784K 0.03%
45,435
385
$782K 0.03%
74,122
+83
386
$773K 0.03%
2,512
-594
387
$767K 0.03%
58,838
+283
388
$762K 0.03%
74,372
+282
389
$762K 0.03%
11,165
-600
390
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5,442
-1,206
391
$754K 0.03%
25,000
392
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11,015
393
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114,319
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394
$746K 0.03%
64,100
-24,740
395
$746K 0.03%
12,444
-505
396
$745K 0.03%
+46,490
397
$742K 0.03%
+33,242
398
$736K 0.03%
11,345
-500
399
$736K 0.03%
152,174
400
$731K 0.03%
85,464
+7,668
14 15
16
17 18