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
176
$4M 0.17%
282,824
-18,268
177
$3.97M 0.17%
125,900
-52,831
178
$3.95M 0.17%
244,374
-4,369
179
$3.89M 0.17%
258,851
-43,866
180
$3.88M 0.17%
36,078
-1,025
181
$3.85M 0.17%
445,900
-175,850
182
$3.71M 0.16%
55,378
-3,685
183
$3.61M 0.16%
33,977
+1,223
184
$3.57M 0.16%
55,511
-1,038
185
$3.48M 0.15%
1,136,376
+181,123
186
$3.45M 0.15%
37,284
-12,368
187
$3.4M 0.15%
+43,434
188
$3.32M 0.14%
131,036
189
$3.17M 0.14%
166,654
+43,432
190
$3.11M 0.14%
158,140
+16,250
191
$3.08M 0.13%
21,960
-165
192
$3M 0.13%
116,010
-46,150
193
$3M 0.13%
62,880
+73
194
$2.97M 0.13%
67,313
-24,813
195
$2.96M 0.13%
53,000
-2,000
196
$2.94M 0.13%
50,701
+11,877
197
$2.88M 0.13%
46,388
198
$2.86M 0.12%
21,576
-1,152
199
$2.85M 0.12%
34,137
+530
200
$2.84M 0.12%
+225,028
6 7
8
9 10