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
376
$884K 0.03%
11,340
377
$881K 0.03%
20,321
-1,209
378
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21,990
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380
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+33,500
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$856K 0.03%
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382
$856K 0.03%
6,657
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383
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14,508
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$853K 0.03%
57,500
-2,990
385
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86,054
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386
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55,134
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388
$837K 0.03%
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2,430
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390
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68,000
391
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4,180
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47,490
394
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11,260
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$799K 0.03%
7,107
396
$788K 0.03%
151,828
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397
$788K 0.03%
19,460
398
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210,000
399
$782K 0.03%
539
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$781K 0.03%
17,972
+1,326