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
401
$780K 0.03%
12,250
402
$778K 0.03%
40,145
-1,781
403
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8,254
404
$772K 0.03%
436,290
-24,838
405
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25,000
406
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23,919
+4,049
407
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5,854
408
$763K 0.03%
138,767
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409
$761K 0.03%
15,241
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410
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84,192
-21,811
411
$753K 0.03%
35,000
+5,000
412
$752K 0.03%
34,730
413
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280,309
-21,900
414
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308,681
-13,005
415
$744K 0.03%
7,910
416
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52,690
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417
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47,785
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418
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70,573
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419
$739K 0.03%
6,483
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420
$738K 0.03%
19,566
-1,853
421
$737K 0.03%
3,507
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422
$735K 0.03%
13,630
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423
$732K 0.03%
304,903
-21,086
424
$730K 0.03%
13,631
425
$730K 0.03%
480,074
+13,949