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
301
$1.32M 0.03%
26,972
+5,388
302
$1.32M 0.03%
25,962
+2,775
303
$1.31M 0.03%
15,000
+7,500
304
$1.31M 0.03%
6,969
+507
305
$1.29M 0.03%
166,184
-5,000
306
$1.29M 0.03%
4,930
+712
307
$1.27M 0.03%
55,308
-41
308
$1.26M 0.03%
910
-40
309
$1.23M 0.03%
43,073
-660
310
$1.23M 0.03%
67,797
311
$1.22M 0.03%
349,999
312
$1.22M 0.03%
49,809
+5,399
313
$1.2M 0.03%
15,030
+7,166
314
$1.2M 0.03%
14,814
-500
315
$1.19M 0.03%
74,995
+11,377
316
$1.19M 0.03%
4,829
+3
317
$1.18M 0.03%
21,391
+1,110
318
$1.18M 0.03%
12,087
-4
319
$1.17M 0.03%
12,215
+4
320
$1.16M 0.03%
2,526
+7
321
$1.16M 0.03%
79,634
322
$1.14M 0.03%
11,108
+2,897
323
$1.12M 0.03%
79,988
+6,939
324
$1.11M 0.03%
14,457
325
$1.11M 0.03%
7,478
11 12
13
14 15