AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
576
$313K 0.01%
8,313
-850
577
$313K 0.01%
+8,213
578
$311K 0.01%
5,000
579
$310K 0.01%
2,169
-1,219
580
$309K 0.01%
39,609
+17,280
581
$307K 0.01%
2,903
582
$306K 0.01%
+10,000
583
$304K 0.01%
15,970
-150
584
$301K 0.01%
+8,674
585
$301K 0.01%
21,487
586
$300K 0.01%
28,000
-12,000
587
$298K 0.01%
+13,051
588
$297K 0.01%
5,851
589
$296K 0.01%
6,000
-19,393
590
$295K 0.01%
+12,400
591
$293K 0.01%
14,793
592
$289K 0.01%
3,000
-3,000
593
$287K 0.01%
+11,058
594
$286K 0.01%
16,021
-1,000
595
$283K 0.01%
22,010
596
$281K 0.01%
7,935
597
$280K 0.01%
2,024
-54
598
$280K 0.01%
17,954
-2,250
599
$279K 0.01%
+27,092
600
$278K 0.01%
22,222
22 23
24
25 26