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
526
$314K 0.01%
9,222
-1,061
527
$312K 0.01%
3,090
+3
528
$309K 0.01%
3,936
-4,740
529
$309K 0.01%
3,500
+1,000
530
$307K 0.01%
23,141
531
$307K 0.01%
19,166
532
$307K 0.01%
5,128
-1,111
533
$305K 0.01%
3,331
+320
534
$303K 0.01%
6,069
535
$303K 0.01%
582,407
536
$303K 0.01%
8,876
-407
537
$302K 0.01%
3,121
538
$301K 0.01%
17,347
-110
539
$299K 0.01%
6,203
540
$297K 0.01%
3,709
-298
541
$296K 0.01%
14,152
-1,009
542
$294K 0.01%
3,003
-120
543
$293K 0.01%
107,468
544
$292K 0.01%
4,420
+215
545
$292K 0.01%
2,632
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546
$289K 0.01%
3,035
547
$287K 0.01%
13,392
548
$287K 0.01%
6,978
549
$286K 0.01%
115,959
-350
550
$286K 0.01%
8,730
+101
20 21
22
23 24