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
$2.08B
AUM Growth
-$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1 +$30.8M
2 +$21.8M
3 +$16.6M
4
REZI icon
Resideo Technologies
REZI
+$14.3M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$13M

Sector Composition

1 Financials 9.64%
2 Industrials 9.64%
3 Consumer Discretionary 9.4%
4 Technology 8.15%
5 Healthcare 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-780
902
-2,640
903
-1,000
904
-1,197
905
-2,000
906
-210
907
-150
908
-950
909
-100
910
-1,050
911
-750
912
-3,000
913
-1,275
914
-948
915
-225
916
-1,000
917
-1,508
918
-32
919
-1,150
920
-5,041
921
-1,071
922
-1,444
923
-187
924
-45
925
-399