AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
2,042
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
551
$285K 0.01%
4,440
+1,100
552
$283K 0.01%
5,550
+450
553
$282K 0.01%
6,430
-3,421
554
$282K 0.01%
15,792
-100
555
$281K 0.01%
3,483
556
$278K 0.01%
19,471
557
$277K 0.01%
2,519
558
$274K 0.01%
13,892
559
$273K 0.01%
10,639
+7,032
560
$272K 0.01%
773
+15
561
$267K 0.01%
2,738
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562
$266K 0.01%
1,178
563
$261K 0.01%
9,968
-3,300
564
$261K 0.01%
3,569
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565
$260K 0.01%
4,527
-39,581
566
$258K 0.01%
17,881
567
$257K 0.01%
328
568
$256K 0.01%
183,907
569
$255K 0.01%
2,867
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570
$254K 0.01%
21,299
-2,531
571
$252K 0.01%
+39,380
572
$246K 0.01%
2,393
+56
573
$245K 0.01%
+104,910
574
$245K 0.01%
5,400
-500
575
$245K 0.01%
1,665
+1,340