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
201
$2.75M 0.12%
55,054
+6,123
202
$2.75M 0.12%
39,452
-6,931
203
$2.69M 0.12%
34,067
-4,103
204
$2.69M 0.12%
13,817
-773
205
$2.66M 0.12%
17,605
-1,215
206
$2.65M 0.12%
61,505
207
$2.63M 0.11%
45,212
208
$2.61M 0.11%
36,767
-362
209
$2.6M 0.11%
39,766
-125
210
$2.59M 0.11%
2,059
-141
211
$2.58M 0.11%
22,997
-3,533
212
$2.53M 0.11%
266,415
+968
213
$2.51M 0.11%
44,678
-7,600
214
$2.5M 0.11%
24,661
+1,505
215
$2.45M 0.11%
11,743
-2,265
216
$2.41M 0.1%
143,599
+7,337
217
$2.39M 0.1%
57,144
-8,704
218
$2.33M 0.1%
370,551
+147,115
219
$2.32M 0.1%
118,630
+101,000
220
$2.3M 0.1%
594,975
-72,735
221
$2.28M 0.1%
69,553
-14,232
222
$2.19M 0.1%
33,658
-194
223
$2.18M 0.09%
237,220
+12,800
224
$2.16M 0.09%
222,056
225
$2.13M 0.09%
29,070
-3,073
7 8
9
10 11