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
451
$570K 0.02%
+14,861
452
$569K 0.02%
12,672
-1,166
453
$566K 0.02%
8,169
454
$563K 0.02%
+32,990
455
$560K 0.02%
10,243
-1,550
456
$559K 0.02%
28,595
-1,314
457
$553K 0.02%
52,699
+287
458
$552K 0.02%
5,650
459
$551K 0.02%
21,628
-101,915
460
$548K 0.02%
100,000
461
$546K 0.02%
19,142
+15,693
462
$543K 0.02%
10,300
463
$543K 0.02%
10,844
+2,716
464
$543K 0.02%
19,029
-6,654
465
$540K 0.02%
36,000
-71,000
466
$534K 0.02%
187,501
467
$534K 0.02%
4,735
+150
468
$534K 0.02%
+26,884
469
$523K 0.02%
+175,000
470
$520K 0.02%
1,328
-107
471
$518K 0.02%
11,900
472
$518K 0.02%
47,152
-10,559
473
$510K 0.02%
143,690
-63,978
474
$510K 0.02%
+13,665
475
$510K 0.02%
10,000
17 18
19
20 21