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
26
$20.4M 0.76%
90,235
+1,322
27
$20.1M 0.75%
494,809
+66,351
28
$19.6M 0.73%
324,739
-4,376
29
$19.3M 0.72%
140,954
+1,014
30
$19.2M 0.71%
153,725
+5,624
31
$18.6M 0.69%
417,732
+38,372
32
$18.6M 0.69%
328,574
+142,198
33
$18.2M 0.68%
380,262
+5,544
34
$18.1M 0.67%
714,850
35
$18.1M 0.67%
571,810
+15,110
36
$17.8M 0.66%
240,045
+184,736
37
$16.2M 0.6%
73,963
+3,502
38
$15.8M 0.59%
259,137
+1,698
39
$15.6M 0.58%
165,214
+390
40
$15.4M 0.57%
73,275
+1,910
41
$15.4M 0.57%
152,007
+6,974
42
$15.4M 0.57%
47,620
-223
43
$14.8M 0.55%
227,225
+2,385
44
$14.8M 0.55%
1,308,276
+10,685
45
$14.7M 0.55%
497,053
+15,771
46
$14.4M 0.54%
126,739
+5,473
47
$14.3M 0.53%
4,540,594
48
$14.1M 0.53%
71,537
+5,526
49
$13.8M 0.52%
372,313
-27,475
50
$13.6M 0.51%
578,413
-68,199