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
351
$927K 0.02%
8,499
-925
352
$907K 0.02%
9,293
+185
353
$906K 0.02%
72,226
-549
354
$899K 0.02%
18,715
355
$889K 0.02%
33,144
+19,013
356
$884K 0.02%
19,417
357
$876K 0.02%
62,544
358
$874K 0.02%
52,989
-116,690
359
$869K 0.02%
37,956
+487
360
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7,943
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361
$859K 0.02%
6,513
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362
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234,851
-41,428
363
$843K 0.02%
185,648
-11,996
364
$841K 0.02%
9,370
-75
365
$827K 0.02%
14,434
+225
366
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9,325
367
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12,690
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368
$816K 0.02%
24,945
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369
$816K 0.02%
7,585
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370
$814K 0.02%
17,006
-14,025
371
$810K 0.02%
53,951
372
$804K 0.02%
21,780
+270
373
$800K 0.02%
54,442
+18,684
374
$786K 0.02%
12,618
-2,125
375
$783K 0.02%
2,291
+8
13 14
15
16 17