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
1076
$12K ﹤0.01%
500
-12,615
1077
$12K ﹤0.01%
+262
1078
$12K ﹤0.01%
+20
1079
$12K ﹤0.01%
+528
1080
$12K ﹤0.01%
+477
1081
$12K ﹤0.01%
+313
1082
$12K ﹤0.01%
+446
1083
$12K ﹤0.01%
+1,250
1084
$12K ﹤0.01%
+16
1085
$12K ﹤0.01%
+99
1086
$11K ﹤0.01%
+111
1087
$11K ﹤0.01%
+106
1088
$11K ﹤0.01%
+1,100
1089
$11K ﹤0.01%
+575
1090
$11K ﹤0.01%
+800
1091
$11K ﹤0.01%
+150
1092
$10K ﹤0.01%
+225
1093
$10K ﹤0.01%
+200
1094
$10K ﹤0.01%
+1,320
1095
$10K ﹤0.01%
+500
1096
$10K ﹤0.01%
+1,177
1097
$10K ﹤0.01%
+251
1098
$10K ﹤0.01%
+85,000
1099
$10K ﹤0.01%
+2,544,675
1100
$10K ﹤0.01%
+900