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
576
$244K 0.01%
8,140
577
$243K 0.01%
6,875
-2,658
578
$240K 0.01%
40,000
+39,975
579
$240K 0.01%
+7,500
580
$239K 0.01%
12,590
581
$238K 0.01%
3,660
-3,446
582
$238K 0.01%
+10,000
583
$238K 0.01%
10,038
584
$238K 0.01%
628
-111
585
$237K 0.01%
2,933
-576
586
$236K 0.01%
12,700
587
$234K 0.01%
4,172
+8
588
$230K 0.01%
9,052
-696
589
$228K 0.01%
78,805
590
$227K 0.01%
3,064
+4
591
$226K 0.01%
17,570
592
$225K 0.01%
19,076
593
$225K 0.01%
7,734
+82
594
$224K 0.01%
2,637
+394
595
$223K 0.01%
4,414
596
$223K 0.01%
1,054
+26
597
$222K 0.01%
+54,200
598
$221K 0.01%
6,567
-566
599
$219K 0.01%
1,258
+278
600
$218K 0.01%
888
+600
22 23
24
25 26