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
1126
$8K ﹤0.01%
525
-564,125
1127
$7K ﹤0.01%
+200
1128
$7K ﹤0.01%
+150
1129
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+100
1130
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+189
1131
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+400
1132
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+200
1133
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+200
1134
$7K ﹤0.01%
+300
1135
$7K ﹤0.01%
+200
1136
$7K ﹤0.01%
+432
1137
$7K ﹤0.01%
+148
1138
$7K ﹤0.01%
+712
1139
$7K ﹤0.01%
+793
1140
$7K ﹤0.01%
+200
1141
$7K ﹤0.01%
+99
1142
$7K ﹤0.01%
+660
1143
$7K ﹤0.01%
+500
1144
$7K ﹤0.01%
+564
1145
$7K ﹤0.01%
+447
1146
$7K ﹤0.01%
+50
1147
$6K ﹤0.01%
+75
1148
$6K ﹤0.01%
+750
1149
$6K ﹤0.01%
+90
1150
$6K ﹤0.01%
+150