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

Top Sells

1
+$18.7M
2
+$17.7M
3
+$9.08M
4
FOE
Ferro Corporation
FOE
+$8.6M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$6.47M

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
51
$13.2M 0.49%
415,379
+267,780
52
$12.9M 0.48%
745,860
-10,533
53
$12.9M 0.48%
289,393
+57,364
54
$12.7M 0.47%
490,198
+102,343
55
$12.6M 0.47%
205,010
+8,031
56
$12.6M 0.47%
290,060
-24,498
57
$12.1M 0.45%
252,774
+48,840
58
$12.1M 0.45%
364,839
-1,668
59
$11.8M 0.44%
92,247
+3,759
60
$11.8M 0.44%
390,471
+11,910
61
$11.7M 0.44%
23,292
+1,136
62
$11.6M 0.43%
118,418
-128
63
$11.5M 0.43%
171,650
+27,034
64
$11.4M 0.42%
38,223
+8
65
$11.3M 0.42%
140,244
+4,271
66
$11.2M 0.42%
232,575
+100,000
67
$11M 0.41%
65,206
-220
68
$10.9M 0.41%
163,560
-1,400
69
$10.9M 0.4%
181,959
-4,635
70
$10.8M 0.4%
923,061
+128,517
71
$10.7M 0.4%
254,094
+12,463
72
$10.7M 0.4%
108,869
-1,148
73
$10.4M 0.39%
1,093,068
+129,183
74
$10.4M 0.39%
208,260
+16,620
75
$10.4M 0.39%
80,585
+11,870
1 2
3
4 5