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
551
$352K 0.02%
+57,663
552
$351K 0.02%
44,100
+5,500
553
$350K 0.02%
6,025
554
$350K 0.02%
5,579
555
$349K 0.02%
+10,241
556
$347K 0.02%
24,260
557
$345K 0.02%
5,100
+2,000
558
$339K 0.01%
1,396
559
$336K 0.01%
7,907
-5,810
560
$336K 0.01%
5,740
561
$334K 0.01%
16,150
-3,860
562
$334K 0.01%
2,319
563
$334K 0.01%
26,502
-4,041
564
$331K 0.01%
2,144
-764
565
$330K 0.01%
+14,448
566
$330K 0.01%
8,052
-11,709
567
$329K 0.01%
10,728
568
$326K 0.01%
4,117
569
$326K 0.01%
3,339
570
$326K 0.01%
9,939
-7,777
571
$326K 0.01%
40,104
+6,481
572
$322K 0.01%
2,035
573
$316K 0.01%
4,350
-3,531
574
$314K 0.01%
3,481
-762
575
$313K 0.01%
3,766
21 22
23
24 25