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
526
$397K 0.02%
9,143
-580
527
$397K 0.02%
11,647
+2,826
528
$395K 0.02%
2,540
-829
529
$394K 0.02%
5,000
-3,373
530
– –
0
531
$388K 0.02%
20,421
-37,355
532
$388K 0.02%
+25,620
533
$382K 0.02%
2,352
534
$381K 0.02%
+17,808
535
$381K 0.02%
18,650
536
$379K 0.02%
10,050
537
$379K 0.02%
+3,800
538
$378K 0.02%
+16,659
539
$375K 0.02%
2,406
-69
540
$373K 0.02%
22,333
541
$371K 0.02%
11,650
-2,035
542
$370K 0.02%
9,775
-250
543
$366K 0.02%
33,047
-10,500
544
$365K 0.02%
+6,955
545
$360K 0.02%
9,133
546
$359K 0.02%
3,131
547
$359K 0.02%
6,400
-350
548
$357K 0.02%
10,000
-4,900
549
$355K 0.02%
+25,262
550
$355K 0.02%
5,240
-1,715
20 21
22
23 24