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
376
$780K 0.02%
41,644
-7,860
377
$779K 0.02%
4,546
378
$759K 0.02%
44,097
+4,266
379
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106,403
380
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35,880
+1,800
381
$746K 0.02%
7,310
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382
$736K 0.02%
27,717
-169
383
$733K 0.02%
68,027
+12,999
384
$729K 0.02%
8,657
-1
385
$725K 0.02%
145,954
386
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18,019
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387
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388
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25,449
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389
$692K 0.02%
5,011
390
$691K 0.02%
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391
$690K 0.02%
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392
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394
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396
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+71,580
397
$657K 0.02%
2,037
-106
398
$656K 0.02%
25,083
-195
399
$655K 0.02%
2,660
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400
$651K 0.02%
15,268
+2,759