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
326
$1.11M 0.03%
393,318
+48,168
327
$1.1M 0.03%
8,955
-399
328
$1.09M 0.03%
48,120
-286,303
329
$1.09M 0.03%
24,025
-5,715
330
$1.09M 0.03%
9,532
+28
331
$1.08M 0.03%
8,066
-363
332
$1.05M 0.03%
68,625
-300
333
$1.04M 0.03%
361,519
334
$1.04M 0.03%
45,860
+23,000
335
$1.03M 0.03%
19,839
+1,757
336
$1.03M 0.03%
38,309
-2,500
337
$1.01M 0.03%
12,114
-214
338
$1.01M 0.03%
95,534
-8,843
339
$1.01M 0.03%
8,009
+1,703
340
$1M 0.03%
66,944
-5,985
341
$997K 0.03%
44,525
-22,065
342
$990K 0.03%
7,154
+1
343
$990K 0.03%
317,220
+56,880
344
$971K 0.03%
105,090
+53,480
345
$959K 0.03%
19,288
-589
346
$956K 0.03%
19,529
+103
347
$948K 0.02%
11,284
-684
348
$941K 0.02%
14,975
-800
349
$936K 0.02%
49,806
-2,000
350
$928K 0.02%
170,548
-62,969
12 13
14
15 16