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
101
$7.42M 0.28%
81,837
+380
102
$7.37M 0.27%
68,266
-1,022
103
$7.26M 0.27%
144,475
+24,792
104
$7.24M 0.27%
249,672
-1,076
105
$7.18M 0.27%
+250,000
106
$6.99M 0.26%
162,330
+59,611
107
$6.81M 0.25%
+113,399
108
$6.67M 0.25%
175,090
+127,580
109
$6.65M 0.25%
305,049
+7,800
110
$6.65M 0.25%
107,135
+10,371
111
$6.62M 0.25%
58,897
+6,047
112
$6.58M 0.24%
81,237
113
$6.47M 0.24%
253,722
+13,502
114
$6.45M 0.24%
154,783
-2,467
115
$6.34M 0.24%
855,450
+511,750
116
$6.32M 0.24%
94,420
+780
117
$6.31M 0.23%
136,323
+10,000
118
$6.24M 0.23%
88,100
-1,451
119
$6.21M 0.23%
83,328
-287
120
$6.11M 0.23%
441,674
-146,269
121
$6.09M 0.23%
163,726
-244,183
122
$6.01M 0.22%
63,760
-173
123
$5.95M 0.22%
106,415
-2,958
124
$5.94M 0.22%
224,576
-132,206
125
$5.77M 0.21%
119,102
+10,711