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
526
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1,261
527
$359K 0.01%
7,129
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528
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$344K 0.01%
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531
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532
$340K 0.01%
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533
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53,000
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534
$339K 0.01%
13,875
-10,775
535
$339K 0.01%
26,076
-2,040
536
$339K 0.01%
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537
$338K 0.01%
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538
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546
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3,114
547
$326K 0.01%
135,000
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548
$324K 0.01%
12,700
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550
$319K 0.01%
7,660
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