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
$2.3B
AUM Growth
+$80.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.17M
3
+$8.07M
4
NVT icon
nVent Electric
NVT
+$7.88M
5
WH icon
Wyndham Hotels & Resorts
WH
+$7.52M

Top Sells

1
+$15.3M
2
+$8.89M
3
+$8.48M
4
ALLE icon
Allegion
ALLE
+$6.9M
5
SKYW icon
Skywest
SKYW
+$6.71M

Sector Composition

1 Industrials 11.77%
2 Technology 11.37%
3 Financials 10.88%
4 Consumer Discretionary 9.92%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.85M 0.34%
498,228
-19,500
102
$7.77M 0.34%
70,516
+2,522
103
$7.72M 0.34%
65,036
-16,599
104
$7.64M 0.33%
172,474
+59,684
105
$7.59M 0.33%
100,238
+97,499
106
$7.56M 0.33%
87,353
107
$7.54M 0.33%
88,720
-300
108
$7.52M 0.33%
+127,839
109
$7.42M 0.32%
67,387
-12,200
110
$7.4M 0.32%
37,648
-6,468
111
$7.21M 0.31%
416,524
-26,765
112
$7.2M 0.31%
260,260
+10,621
113
$7.07M 0.31%
49,126
+1,760
114
$7.07M 0.31%
121,217
+9,761
115
$7.06M 0.31%
184,151
+19,293
116
$6.97M 0.3%
313,288
+16,451
117
$6.86M 0.3%
80,097
+5,986
118
$6.68M 0.29%
+403,938
119
$6.66M 0.29%
63,369
+16,020
120
$6.61M 0.29%
493,223
+40,447
121
$6.58M 0.29%
13,178
+546
122
$6.55M 0.28%
41,787
+2,888
123
$6.52M 0.28%
+114,389
124
$6.51M 0.28%
117,724
+2,217
125
$6.43M 0.28%
+210,633
3 4
5
6 7