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
$2.3B
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 11.77%
2 Technology 11.37%
3 Financials 10.88%
4 Consumer Discretionary 9.92%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$645K 0.03%
362,509
-55,000
427
$643K 0.03%
7,946
+27
428
$643K 0.03%
76,303
+37
429
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12,580
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430
$641K 0.03%
3,795
431
$636K 0.03%
8,939
-115
432
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20,070
433
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+11,277
434
$624K 0.03%
12,969
-18
435
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116,232
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436
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16,328
-400
437
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438
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13,226
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439
$610K 0.03%
12,635
+50
440
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11,953
-1,753
441
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442
$598K 0.03%
93,450
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443
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4,855
444
$589K 0.03%
18,425
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445
$588K 0.03%
7,283
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446
$584K 0.03%
8,721
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447
$580K 0.03%
62,388
448
$579K 0.03%
24,387
-29,881
449
$576K 0.03%
127,433
450
$575K 0.03%
33,310
-12,872
16 17
18
19 20