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
501
$354K 0.01%
874
502
$353K 0.01%
790
503
$351K 0.01%
1,765
504
$350K 0.01%
4,898
+53
505
$344K 0.01%
2,375
506
$338K 0.01%
2,886
507
$338K 0.01%
2,486
+1,500
508
$337K 0.01%
+78,650
509
$336K 0.01%
4,224
+2,292
510
$335K 0.01%
4,134
511
$334K 0.01%
3,544
+12
512
$332K 0.01%
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-172
513
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10,684
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514
$330K 0.01%
3,271
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515
$329K 0.01%
4,431
-2
516
$327K 0.01%
5,545
-137
517
$327K 0.01%
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518
$326K 0.01%
4,234
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519
$325K 0.01%
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520
$323K 0.01%
6,579
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521
$323K 0.01%
10,300
+9,955
522
$321K 0.01%
18,500
523
$318K 0.01%
11,773
+23
524
$317K 0.01%
22,003
525
$317K 0.01%
5,433
19 20
21
22 23