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
276
$1.55M 0.04%
36,205
+3,631
277
$1.54M 0.04%
112,744
278
$1.52M 0.04%
45,319
+1,051
279
$1.52M 0.04%
38,810
+170
280
$1.51M 0.04%
82,905
-7,090
281
$1.51M 0.04%
35,887
+64
282
$1.48M 0.04%
4,860
-40
283
$1.48M 0.04%
194,587
284
$1.46M 0.04%
25,666
-511
285
$1.44M 0.04%
5,807
-215
286
$1.43M 0.04%
15,020
+77
287
$1.42M 0.04%
15,400
+5,000
288
$1.42M 0.04%
869,110
-376,814
289
$1.41M 0.04%
10,233
290
$1.41M 0.04%
13,274
-1
291
$1.41M 0.04%
9,235
-43
292
$1.41M 0.04%
81,564
-2,298
293
$1.4M 0.04%
8,067
-87
294
$1.39M 0.04%
27,487
295
$1.39M 0.04%
72,731
296
$1.38M 0.04%
8,814
+3
297
$1.37M 0.04%
15,728
-615
298
$1.37M 0.04%
174,626
299
$1.33M 0.04%
107,113
-40,357
300
$1.33M 0.03%
24,290
+374
10 11
12
13 14