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
401
$726K 0.03%
497,548
402
$723K 0.03%
13,204
+6,078
403
$716K 0.03%
7,720
-493
404
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40,560
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405
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4,098
+40
406
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49,209
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407
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48,471
+34,455
408
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-117,837
409
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33,319
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410
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4,323
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411
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15,175
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412
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10,400
-6,400
413
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50,250
-100,000
414
$673K 0.03%
100,000
415
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71,619
416
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27,000
417
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418
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419
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420
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16,581
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421
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28,893
-1,864
422
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12,574
423
$651K 0.03%
+10,000
424
$650K 0.03%
121,488
-27,612
425
$650K 0.03%
41,246
+195
15 16
17
18 19