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

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
76
$10.3M 0.38%
609,021
+737
77
$10.1M 0.38%
109,380
+5,340
78
$10.1M 0.38%
329,762
-74,094
79
$10M 0.37%
130,814
-54,700
80
$9.83M 0.37%
214,236
+10,956
81
$9.75M 0.36%
435,863
-76,824
82
$9.51M 0.35%
364,419
-2,247
83
$9.38M 0.35%
184,382
-19,647
84
$9.33M 0.35%
88,723
-5,000
85
$9.21M 0.34%
28,620
-491
86
$8.98M 0.33%
105,932
+6,131
87
$8.88M 0.33%
58,096
-14
88
$8.78M 0.33%
136,734
+21,695
89
$8.77M 0.33%
68,307
+33,912
90
$8.69M 0.32%
294,239
-3,404
91
$8.66M 0.32%
64,554
92
$8.56M 0.32%
509,030
-7,736
93
$8.18M 0.3%
355,636
-3,321
94
$8.14M 0.3%
184,644
+771
95
$7.89M 0.29%
215,125
-176,518
96
$7.88M 0.29%
279,995
+28,336
97
$7.86M 0.29%
162,094
+58,804
98
$7.74M 0.29%
188,095
-100
99
$7.67M 0.29%
53,978
+1,670
100
$7.5M 0.28%
125,804
+27,515