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
76
$9.81M 0.43%
59,992
+10,874
77
$9.48M 0.41%
390,883
+52,111
78
$9.46M 0.41%
259,350
+10,709
79
$9.44M 0.41%
34,780
-3,518
80
$9.41M 0.41%
70,785
+1,347
81
$9.4M 0.41%
404,863
+164,333
82
$9.33M 0.41%
132,954
-692
83
$9.17M 0.4%
251,529
+7,174
84
$9.16M 0.4%
276,244
+56,110
85
$9.09M 0.39%
351,996
-33,550
86
$9.02M 0.39%
179,342
+3,818
87
$9M 0.39%
268,880
+28,464
88
$8.97M 0.39%
413,015
+86,365
89
$8.89M 0.39%
111,559
+5,347
90
$8.88M 0.39%
45,940
+4,144
91
$8.71M 0.38%
25,966
+2,634
92
$8.47M 0.37%
151,840
-5,460
93
$8.46M 0.37%
211,056
+64,339
94
$8.45M 0.37%
157,698
+3,039
95
$8.17M 0.35%
+336,800
96
$8.07M 0.35%
+421,117
97
$7.97M 0.35%
70,082
+12,796
98
$7.96M 0.35%
119,060
99
$7.88M 0.34%
+313,821
100
$7.85M 0.34%
1,448,019
2 3
4
5 6