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
176
$3.31M 0.12%
37,674
-1,314
177
$3.3M 0.12%
62,284
+992
178
$3.3M 0.12%
55,640
+19
179
$3.3M 0.12%
70,120
-56,348
180
$3.26M 0.12%
40,288
-6,087
181
$3.26M 0.12%
32,060
-1,664
182
$3.22M 0.12%
30,896
-1,184
183
$3.17M 0.12%
46,103
+300
184
$3.09M 0.11%
93,662
-25,518
185
$3.07M 0.11%
96,493
-14,764
186
$3.07M 0.11%
+2,020,400
187
$3.06M 0.11%
105,144
-37,974
188
$2.99M 0.11%
66,507
+1,290
189
$2.95M 0.11%
+38,458
190
$2.94M 0.11%
61,595
+25
191
$2.94M 0.11%
9,030
-10,201
192
$2.81M 0.1%
+66,114
193
$2.81M 0.1%
384,497
+214,154
194
$2.79M 0.1%
95,491
-1,900
195
$2.76M 0.1%
12,977
+5,473
196
$2.71M 0.1%
45,937
197
$2.71M 0.1%
+67,510
198
$2.63M 0.1%
13,503
+687
199
$2.56M 0.1%
42,044
+12,000
200
$2.55M 0.09%
110,720
-70