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
476
$407K 0.01%
16,541
-936
477
$405K 0.01%
6,419
478
$405K 0.01%
919
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479
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826
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480
$395K 0.01%
35,169
-4,557
481
$388K 0.01%
+57,680
482
$388K 0.01%
12,050
483
$387K 0.01%
31,970
-20
484
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6,437
-479
485
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92,488
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486
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12,775
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487
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488
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1,937
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489
$370K 0.01%
11,600
+6,270
490
$369K 0.01%
11,756
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$368K 0.01%
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494
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495
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496
$357K 0.01%
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497
$356K 0.01%
2,412
498
$355K 0.01%
5,032
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499
$354K 0.01%
8,205
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500
$354K 0.01%
1,884
-690
18 19
20
21 22