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
576
$270K 0.01%
33,438
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577
$268K 0.01%
70,000
+20,000
578
$263K 0.01%
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579
$261K 0.01%
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$260K 0.01%
+1,601
581
$260K 0.01%
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582
$259K 0.01%
9,180
583
$258K 0.01%
4,715
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584
$257K 0.01%
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-11,171
585
$256K 0.01%
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586
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28,479
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587
$254K 0.01%
15,699
-130
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$253K 0.01%
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589
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590
$253K 0.01%
10,000
591
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592
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10,000
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$248K 0.01%
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594
$247K 0.01%
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595
$246K 0.01%
2,049
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$244K 0.01%
3,202
597
$241K 0.01%
745
598
$235K 0.01%
2,060
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599
$234K 0.01%
53,151
-14,843
600
$232K 0.01%
+4,861