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
1301
$0 ﹤0.01%
+5,450
1302
$0 ﹤0.01%
+25,000
1303
$0 ﹤0.01%
+40,000
1304
$0 ﹤0.01%
+1,248,000
1305
$0 ﹤0.01%
+640
1306
$0 ﹤0.01%
+84,846
1307
$0 ﹤0.01%
+50,000
1308
$0 ﹤0.01%
+250
1309
-23,011
1310
$0 ﹤0.01%
+142
1311
$0 ﹤0.01%
+1,000