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
451
$493K 0.01%
1,939
452
$492K 0.01%
24,713
453
$483K 0.01%
1,975
+490
454
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3,334
455
$469K 0.01%
2,125
+324
456
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363
-95
457
$466K 0.01%
3,920
-6,650
458
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3,253
459
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+2,163
460
$461K 0.01%
9,600
-9,500
461
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145,690
462
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12,657
+1,001
463
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3,160
-341
464
$451K 0.01%
11,346
-2,085
465
$446K 0.01%
86,542
-37,127
466
$442K 0.01%
6,989
467
$434K 0.01%
10,311
468
$430K 0.01%
12,273
-6,345
469
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14,479
+1,750
470
$424K 0.01%
10,718
-2,897
471
$422K 0.01%
145,900
-9,100
472
$414K 0.01%
1,655
473
$413K 0.01%
2,102
474
$408K 0.01%
+11,599
475
$407K 0.01%
17,949
17 18
19
20 21