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
476
$509K 0.02%
18,441
+2,875
477
$507K 0.02%
21,125
-1,625
478
$507K 0.02%
25,200
479
$504K 0.02%
10,000
480
$499K 0.02%
+15,400
481
$499K 0.02%
713,086
+3,774
482
$497K 0.02%
65,849
483
$497K 0.02%
10,000
484
$494K 0.02%
8,543
-20
485
$494K 0.02%
3,638
-43
486
$492K 0.02%
13,992
-576
487
$487K 0.02%
23,292
-858
488
$487K 0.02%
20,000
489
$486K 0.02%
15,525
490
$486K 0.02%
23,902
-670
491
$486K 0.02%
53,464
+11,532
492
$482K 0.02%
144,000
-23,000
493
$477K 0.02%
4,688
494
$474K 0.02%
13,263
495
$474K 0.02%
8,506
496
$472K 0.02%
3,792
-125
497
$470K 0.02%
35,885
+25,858
498
$469K 0.02%
5,400
499
$469K 0.02%
180,967
500
$467K 0.02%
10,613
18 19
20
21 22