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
501
$429K 0.02%
12,734
502
$424K 0.02%
2,049
503
$423K 0.02%
2,246
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504
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505
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13,037
-27,577
506
$416K 0.02%
9,645
+15
507
$415K 0.02%
6,392
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508
$414K 0.02%
63,500
-75,000
509
$412K 0.02%
7,965
-2,669
510
$412K 0.02%
20,100
511
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+15,500
512
$411K 0.02%
1,272
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513
$410K 0.02%
6,980
514
$410K 0.02%
3,000
-500
515
$408K 0.02%
34,500
+11,500
516
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517
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$391K 0.01%
7,287
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519
$390K 0.01%
33,874
-500
520
$385K 0.01%
6,430
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521
$381K 0.01%
44,846
-5,029
522
$380K 0.01%
10,650
523
$379K 0.01%
3,000
524
$378K 0.01%
58,159
+26,730
525
$369K 0.01%
6,751
-1,915