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
201
$2.53M 0.09%
14,348
+484
202
$2.52M 0.09%
+149,090
203
$2.52M 0.09%
30,881
204
$2.51M 0.09%
4,485
+202
205
$2.49M 0.09%
74,925
206
$2.49M 0.09%
319,027
+100,000
207
$2.48M 0.09%
+53,432
208
$2.47M 0.09%
30,212
-1,465
209
$2.47M 0.09%
29,581
+6,729
210
$2.45M 0.09%
39,456
+4,723
211
$2.44M 0.09%
21,917
+9
212
$2.41M 0.09%
222,804
+6,954
213
$2.38M 0.09%
36,845
+489
214
$2.38M 0.09%
11,601
+549
215
$2.37M 0.09%
19,801
+561
216
$2.35M 0.09%
17,012
+384
217
$2.34M 0.09%
38,396
-941
218
$2.33M 0.09%
12,015
-1,127
219
$2.32M 0.09%
100,295
+56,686
220
$2.32M 0.09%
16,987
+127
221
$2.32M 0.09%
132,086
-19,852
222
$2.31M 0.09%
27,297
+3,500
223
$2.29M 0.09%
54,506
-197
224
$2.29M 0.09%
59,190
-20,680
225
$2.25M 0.08%
+69,200