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
601
$277K 0.01%
70,279
+58,615
602
$276K 0.01%
+14,287
603
$276K 0.01%
74,535
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604
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293,064
+76,313
605
$272K 0.01%
2,105
-1,005
606
$269K 0.01%
3,155
-1,095
607
$269K 0.01%
31,935
608
$268K 0.01%
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609
$266K 0.01%
3,000
-7,000
610
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1,578
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611
$262K 0.01%
5,496
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612
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613
$258K 0.01%
+14,764
614
$257K 0.01%
+18,091
615
$254K 0.01%
2,881
616
$252K 0.01%
1,802
-400
617
$250K 0.01%
10,000
618
$250K 0.01%
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619
$246K 0.01%
3,500
620
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621
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2,230
622
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+2,358
623
$244K 0.01%
22,300
+3,300
624
$243K 0.01%
+10,000
625
$241K 0.01%
3,480
-47
23 24
25
26 27