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
1201
$3K ﹤0.01%
+202
1202
$3K ﹤0.01%
+50
1203
$3K ﹤0.01%
+425
1204
$3K ﹤0.01%
+182
1205
$3K ﹤0.01%
+47
1206
$3K ﹤0.01%
+108
1207
$3K ﹤0.01%
+27
1208
$3K ﹤0.01%
+100
1209
$3K ﹤0.01%
+277
1210
$3K ﹤0.01%
+50
1211
$3K ﹤0.01%
+150
1212
$3K ﹤0.01%
+193
1213
$3K ﹤0.01%
+100
1214
$2K ﹤0.01%
+175
1215
$2K ﹤0.01%
+16
1216
$2K ﹤0.01%
+27
1217
$2K ﹤0.01%
+525
1218
$2K ﹤0.01%
+45
1219
$2K ﹤0.01%
+46
1220
$2K ﹤0.01%
+100
1221
$2K ﹤0.01%
+10
1222
$2K ﹤0.01%
+118
1223
$2K ﹤0.01%
+100
1224
$1K ﹤0.01%
+41
1225
$1K ﹤0.01%
+17