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
501
$463K 0.02%
20,510
502
$462K 0.02%
28,500
-2,000
503
$458K 0.02%
5,788
-173
504
$457K 0.02%
11,020
-433
505
$450K 0.02%
16,458
-1,350
506
$443K 0.02%
+85,977
507
$439K 0.02%
64,595
+5,353
508
$437K 0.02%
5,125
-7,152
509
$436K 0.02%
40,151
+300
510
$433K 0.02%
3,192
511
$433K 0.02%
8,308
+516
512
$431K 0.02%
+16,988
513
$422K 0.02%
5,777
-3,021
514
$421K 0.02%
23,342
-361
515
$420K 0.02%
3,620
-50
516
$420K 0.02%
5,155
-8,487
517
$414K 0.02%
6,725
-4,500
518
$413K 0.02%
11,590
519
$411K 0.02%
6,865
+346
520
$410K 0.02%
3,892
+1,668
521
$407K 0.02%
6,078
-938
522
$407K 0.02%
+5,700
523
$405K 0.02%
+7,967
524
$402K 0.02%
+176,191
525
$401K 0.02%
+6,854
19 20
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