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
51
$11.8M 0.51%
108,145
+6,931
52
$11.7M 0.51%
80,941
+380
53
$11.7M 0.51%
443,838
+11,978
54
$11.6M 0.5%
197,030
+95,277
55
$11.4M 0.49%
666,887
+231,390
56
$11.4M 0.49%
69,146
-1,210
57
$11.3M 0.49%
389,463
+67,105
58
$11M 0.48%
299,394
-100,000
59
$11M 0.48%
104,724
+10,755
60
$11M 0.48%
40,148
-302
61
$10.9M 0.47%
10,567
+760
62
$10.8M 0.47%
143,856
-30,430
63
$10.7M 0.47%
238,845
-15,861
64
$10.7M 0.47%
1,039,190
+76,270
65
$10.7M 0.46%
955,601
-163,278
66
$10.7M 0.46%
272,476
-167,079
67
$10.6M 0.46%
375,528
+31,676
68
$10.6M 0.46%
306,558
+1,467
69
$10.5M 0.45%
368,320
+97,925
70
$10.4M 0.45%
630,796
-49,702
71
$10.3M 0.45%
52,626
+2,844
72
$10.2M 0.44%
77,750
73
$10.1M 0.44%
355,141
+37,381
74
$10.1M 0.44%
716,655
+183,423
75
$9.86M 0.43%
131,980
+125
1 2
3
4 5