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
1051
$14K ﹤0.01%
+283
1052
$14K ﹤0.01%
+285
1053
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+925
1054
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+168
1055
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+100
1056
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+300
1057
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+1,897
1058
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+300
1059
$14K ﹤0.01%
+250
1060
$13K ﹤0.01%
+156
1061
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+194
1062
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+500
1063
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+375
1064
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+363
1065
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+100
1066
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+1,500
1067
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+250
1068
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+765
1069
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+667
1070
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+450
1071
$13K ﹤0.01%
+375
1072
$13K ﹤0.01%
+788
1073
$13K ﹤0.01%
+800
1074
$13K ﹤0.01%
+200
1075
$13K ﹤0.01%
+200