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
26
$16.1M 0.7%
1,161,045
+95,822
27
$16M 0.7%
864,277
+51,396
28
$16M 0.7%
1,190,027
+240,033
29
$15.8M 0.68%
84,436
-2,509
30
$15.4M 0.67%
1,191,183
+730
31
$15.3M 0.67%
363,374
-253
32
$15.3M 0.66%
411,101
+52,987
33
$15.3M 0.66%
411,164
-88,760
34
$15M 0.65%
147,431
+252
35
$14.7M 0.64%
60,112
+2,749
36
$14.6M 0.63%
234,338
+10,803
37
$14.5M 0.63%
420,546
+7,880
38
$14.5M 0.63%
245,058
-27,472
39
$14.4M 0.63%
1,345,425
-31,161
40
$14.2M 0.61%
181,387
+25,923
41
$13.8M 0.6%
217,795
+8,486
42
$13.5M 0.59%
98,132
-694
43
$13.3M 0.58%
267,029
+9,344
44
$13.2M 0.57%
+641,410
45
$13M 0.56%
156,956
+7,018
46
$12.9M 0.56%
368,355
+8,581
47
$12.7M 0.55%
339,887
-14,695
48
$12M 0.52%
140,922
-55,283
49
$11.9M 0.52%
462,035
+13,518
50
$11.8M 0.51%
273,827
+6,338
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