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
1251
-23,500
1252
-6,316
1253
-10,600
1254
$0 ﹤0.01%
+1
1255
$0 ﹤0.01%
+130
1256
0
1257
-16,000
1258
0
1259
-10,000
1260
-3,000
1261
-41,600
1262
-12,883
1263
0
1264
-19,264
1265
-20,000
1266
-51,790
1267
$0 ﹤0.01%
+28
1268
0
1269
$0 ﹤0.01%
+26
1270
-67,000
1271
-6,726
1272
0
1273
0
1274
$0 ﹤0.01%
+7
1275
$0 ﹤0.01%
+13