AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
126
$6.36M 0.28%
163,195
+2,630
127
$6.35M 0.28%
352,866
+23,049
128
$6.23M 0.27%
49,285
-7,659
129
$6.22M 0.27%
339,793
+41,460
130
$6.22M 0.27%
+359,772
131
$6.2M 0.27%
455,475
+48,228
132
$6M 0.26%
+364,837
133
$6M 0.26%
36,639
-31,212
134
$5.96M 0.26%
497,021
+64,707
135
$5.92M 0.26%
75,856
-6,976
136
$5.68M 0.25%
72,255
-13,576
137
$5.61M 0.24%
93,372
+1,868
138
$5.59M 0.24%
228,681
139
$5.57M 0.24%
164,250
140
$5.48M 0.24%
97,000
-19,880
141
$5.4M 0.23%
68,859
-41,567
142
$5.35M 0.23%
322,378
+184,278
143
$5.33M 0.23%
75,737
+10,542
144
$5.33M 0.23%
9,445
+1,648
145
$5.3M 0.23%
197,206
+34,020
146
$5.28M 0.23%
48,277
-823
147
$5.26M 0.23%
67,221
-513
148
$5.17M 0.22%
314,030
-6,138
149
$5.14M 0.22%
289,383
+5,140
150
$5.11M 0.22%
212,560
-1,803
4 5
6
7 8