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

Top Sells

1
+$18.7M
2
+$17.7M
3
+$9.08M
4
FOE
Ferro Corporation
FOE
+$8.6M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$6.47M

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
1
$55.5M 2.07%
756,384
-18,048
2
$52.8M 1.96%
419,530
-410
3
$51.8M 1.93%
175,234
+50
4
$40.2M 1.49%
2,535,644
+1,765,961
5
$37.7M 1.4%
239,169
+2,552
6
$33.8M 1.26%
670,529
+115,874
7
$33.4M 1.24%
228,809
+35,463
8
$33.1M 1.23%
296,351
9
$32.1M 1.2%
230,430
+5,893
10
$30.7M 1.14%
2,904,707
+224,134
11
$28.5M 1.06%
392,668
+4,349
12
$28.5M 1.06%
196,891
+15,084
13
$28.3M 1.05%
304,567
-88
14
$27.9M 1.04%
115,805
+21,997
15
$26.4M 0.98%
2,063,958
+31,428
16
$26M 0.97%
737,876
+68,717
17
$25.8M 0.96%
966,192
+39,254
18
$25.3M 0.94%
142,744
+6,606
19
$24.2M 0.9%
193,745
-8,565
20
$23.7M 0.88%
188,451
+5
21
$23.4M 0.87%
193,772
+9,600
22
$22.9M 0.85%
400,638
-153
23
$22.6M 0.84%
570,400
24
$21.8M 0.81%
110,129
+2,435
25
$21.8M 0.81%
74,106
+656
1
2 3 4 5