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

Top Sells

1
+$18.7M
2
+$17.7M
3
+$9.08M
4
FOE
Ferro Corporation
FOE
+$8.6M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$6.47M

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
151
$4.42M 0.16%
24,446
+290
152
$4.42M 0.16%
251,427
+180,967
153
$4.4M 0.16%
213,061
-3,839
154
$4.39M 0.16%
124,058
-26,292
155
$4.39M 0.16%
+186,877
156
$4.34M 0.16%
108,841
-39,898
157
$4.28M 0.16%
793,050
-1,200
158
$4.14M 0.15%
14,076
+467
159
$4.13M 0.15%
47,569
+627
160
$4.11M 0.15%
170,292
-1,200
161
$4.08M 0.15%
28,532
-3,810
162
$4.06M 0.15%
89,900
+52,652
163
$4.01M 0.15%
45,300
-1,106
164
$3.94M 0.15%
707,344
165
$3.8M 0.14%
21,576
+790
166
$3.79M 0.14%
57,782
+5,927
167
$3.69M 0.14%
24,797
+344
168
$3.64M 0.14%
55,997
+8,957
169
$3.6M 0.13%
56,066
+9,863
170
$3.56M 0.13%
61,088
+26,826
171
$3.55M 0.13%
58,688
+112
172
$3.54M 0.13%
56,354
+1,221
173
$3.47M 0.13%
43,609
+1,341
174
$3.46M 0.13%
198,635
+37,425
175
$3.33M 0.12%
70,068
+9,490
5 6
7
8 9