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
$2.3B
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
1
$37.5M 1.63%
150,190
-1,282
2
$31.8M 1.38%
687,128
-28,628
3
$28.3M 1.23%
302,499
+7,091
4
$27.8M 1.21%
1,018,605
+144,642
5
$26.5M 1.15%
324,810
-9,942
6
$26.3M 1.14%
560,008
-30,213
7
$25.2M 1.09%
1,065,079
-230,298
8
$24.9M 1.08%
1,370,641
+30,983
9
$24.6M 1.07%
803,385
+1,113
10
$22.1M 0.96%
224,318
+1,958
11
$21.6M 0.94%
480,071
-75,912
12
$21.5M 0.93%
341,143
+26,093
13
$20.3M 0.88%
537,899
+2,843
14
$20M 0.87%
790,378
-60,070
15
$19.3M 0.84%
1,666,114
+356,029
16
$19.3M 0.84%
163,876
-2,098
17
$19M 0.83%
3,227,504
+773,757
18
$19M 0.83%
1,757,286
-10,956
19
$18.7M 0.81%
298,958
+9,236
20
$18.3M 0.8%
954,004
+43,429
21
$17.8M 0.77%
886,793
+91,320
22
$17M 0.74%
163,574
+8,046
23
$17M 0.74%
551,977
24
$16.4M 0.71%
134,928
+3,355
25
$16.1M 0.7%
375,789
-68,663
1
2 3 4 5