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
401
$650K 0.02%
37,471
+2,480
402
$650K 0.02%
5,118
+1,404
403
$649K 0.02%
145,789
404
$647K 0.02%
3,731
-310
405
$645K 0.02%
1,407
+5
406
$638K 0.02%
19,538
+816
407
$637K 0.02%
79,314
408
$632K 0.02%
18,928
+1,420
409
$623K 0.02%
3,476
+31
410
$620K 0.02%
1,235
411
$610K 0.02%
10,885
412
$602K 0.02%
6,732
413
$597K 0.02%
23,541
+46
414
$596K 0.02%
+92,500
415
$583K 0.02%
10,050
+230
416
$582K 0.02%
3,905
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417
$579K 0.02%
5,808
+1
418
$579K 0.02%
50,599
-404
419
$579K 0.02%
18,150
-29,650
420
$576K 0.02%
5,310
421
$564K 0.01%
26,366
422
$558K 0.01%
7,485
-391
423
$553K 0.01%
7,623
+19
424
$550K 0.01%
+3,072
425
$549K 0.01%
3,409
+27
15 16
17
18 19