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
$3.78B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,043
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$20.7M
3
+$14.3M
4
MDU icon
MDU Resources
MDU
+$12.2M
5
AQN icon
Algonquin Power & Utilities
AQN
+$10.2M

Top Sells

1
+$10.9M
2
+$7.35M
3
+$6.49M
4
VVV icon
Valvoline
VVV
+$5.97M
5
PLAY icon
Dave & Buster's
PLAY
+$4.46M

Sector Composition

1 Industrials 21.76%
2 Technology 11.84%
3 Consumer Discretionary 7.97%
4 Financials 7.68%
5 Materials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.27M 0.06%
57,736
-21,905
227
$2.26M 0.06%
10,701
-2,650
228
$2.26M 0.06%
14,743
-35
229
$2.25M 0.06%
39,625
-6,942
230
$2.19M 0.06%
32,400
-80
231
$2.17M 0.06%
85,679
-140
232
$2.12M 0.06%
6,137
-389
233
$2.11M 0.06%
9,324
+454
234
$2.09M 0.05%
115,910
-1,000
235
$2.06M 0.05%
16,991
-180
236
$2.05M 0.05%
66,041
-7,435
237
$2.04M 0.05%
54,957
-903
238
$2.02M 0.05%
42,531
-3,240
239
$2M 0.05%
43,993
+10,198
240
$1.99M 0.05%
11,490
-177
241
$1.96M 0.05%
123,141
-43,510
242
$1.96M 0.05%
6,676
243
$1.95M 0.05%
6,876
-121
244
$1.94M 0.05%
6,468
+34
245
$1.92M 0.05%
114,347
-24,320
246
$1.88M 0.05%
130,452
+22,364
247
$1.87M 0.05%
143,614
248
$1.85M 0.05%
8,404
-224
249
$1.84M 0.05%
193,077
+31,548
250
$1.83M 0.05%
456,219
+113,300
8 9
10
11 12