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
651
$189K 0.01%
10,134
-1,400
652
$188K 0.01%
15,219
-10,000
653
$185K 0.01%
14,760
-6,200
654
$181K 0.01%
25,590
+10,590
655
$178K 0.01%
7,000
-11,700
656
$178K 0.01%
114,928
+732
657
$173K 0.01%
+27,656
658
$173K 0.01%
19,200
+4,200
659
$171K 0.01%
+2,498
660
$171K 0.01%
12,485
661
$160K 0.01%
4,006
-107,812
662
$158K 0.01%
+10,000
663
$143K 0.01%
24,018
-56
664
$125K 0.01%
17,105
665
$122K 0.01%
13,043
-10,778
666
$117K 0.01%
10,000
667
$115K 0.01%
15,864
668
$114K 0.01%
8,000
-2,000
669
$111K ﹤0.01%
17,000
670
$106K ﹤0.01%
14,000
-2,100
671
$96K ﹤0.01%
1,413
672
$87K ﹤0.01%
2,980
673
$85K ﹤0.01%
1,720
+40
674
$69K ﹤0.01%
17,131
-32,869
675
$47K ﹤0.01%
+39,320
25 26
27
28 29