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
126
$5.57M 0.21%
245,409
-450
127
$5.47M 0.2%
95,931
-46,339
128
$5.43M 0.2%
1,674,961
+1,312,437
129
$5.31M 0.2%
61,152
-1,618
130
$5.31M 0.2%
81,189
-31,900
131
$5.31M 0.2%
1,258,373
+99,270
132
$5.3M 0.2%
76,025
-6,168
133
$5.29M 0.2%
575,051
+5,882
134
$5.28M 0.2%
190,160
+44,250
135
$5.25M 0.2%
1,888,340
+93,426
136
$5.04M 0.19%
2,456
+138
137
$5.02M 0.19%
59,832
+384
138
$4.98M 0.19%
80,489
-1,745
139
$4.96M 0.18%
227,800
+95,301
140
$4.92M 0.18%
+31,027
141
$4.84M 0.18%
29,607
-290
142
$4.82M 0.18%
25,674
+1,318
143
$4.8M 0.18%
194,880
+1,380
144
$4.71M 0.18%
+142,325
145
$4.65M 0.17%
394,010
-121,751
146
$4.64M 0.17%
+100,000
147
$4.62M 0.17%
64,757
-259
148
$4.61M 0.17%
31,230
+3,729
149
$4.52M 0.17%
70,055
-18,445
150
$4.47M 0.17%
74,756
+1,395