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
151
$5.1M 0.22%
235,659
-3,000
152
$4.85M 0.21%
96,116
-27,327
153
$4.85M 0.21%
45,652
+4,767
154
$4.83M 0.21%
76,939
+4,618
155
$4.79M 0.21%
224,011
+14,176
156
$4.77M 0.21%
451,922
+27,417
157
$4.75M 0.21%
33,817
-96
158
$4.72M 0.2%
77,349
-4,115
159
$4.68M 0.2%
42,645
+9,609
160
$4.6M 0.2%
540,810
+8,053
161
$4.59M 0.2%
66,439
+1,555
162
$4.57M 0.2%
804,250
+5,000
163
$4.47M 0.19%
+419,340
164
$4.42M 0.19%
2,179
-283
165
$4.4M 0.19%
452,613
-463,186
166
$4.39M 0.19%
59,998
167
$4.35M 0.19%
135,295
-18,592
168
$4.31M 0.19%
102,466
+93,944
169
$4.3M 0.19%
50,477
-6,572
170
$4.18M 0.18%
55,922
+2,859
171
$4.16M 0.18%
120,632
-31,792
172
$4.15M 0.18%
22,494
+1,852
173
$4.14M 0.18%
66,055
+1,616
174
$4.09M 0.18%
73,754
-14,643
175
$4.08M 0.18%
28,777
-9,106
5 6
7
8 9