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
26
$32.4M 0.85%
213,757
+5,375
27
$31.2M 0.82%
108,546
-14,914
28
$30.4M 0.8%
101,784
+336
29
$27.8M 0.73%
282,679
-1,301
30
$26.9M 0.71%
389,262
+3,035
31
$26.4M 0.69%
134,856
-236
32
$26.2M 0.69%
161,061
+3,879
33
$24.1M 0.63%
2,918,274
+1,238,274
34
$23.5M 0.62%
818,495
-15,148
35
$21.7M 0.57%
197,021
+1,622
36
$20.2M 0.53%
155,264
+2,525
37
$20.1M 0.53%
1,148,700
-34,383
38
$19.8M 0.52%
163,916
+937
39
$19.7M 0.52%
28,442
+314
40
$19.1M 0.5%
163,386
-763
41
$18.7M 0.49%
87,124
+4,136
42
$18.6M 0.49%
101,136
-259
43
$18.4M 0.48%
371,536
+8,629
44
$17.9M 0.47%
1,539,252
+1,055,048
45
$17.2M 0.45%
948,990
-239,723
46
$17.1M 0.45%
509,901
-4,758
47
$16.3M 0.43%
1,097,857
-26,227
48
$16.3M 0.43%
1,398,936
+30,555
49
$15.4M 0.4%
85,441
-51
50
$15.2M 0.4%
295,588
+67,368
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