AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
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 11.94%
3 Consumer Discretionary 7.97%
4 Financials 7.69%
5 Materials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$215K 0.01%
3,814
+2
602
$212K 0.01%
+5,606
603
$211K 0.01%
+6,800
604
$211K 0.01%
1,506
+8
605
$208K 0.01%
444
-120
606
$208K 0.01%
7,972
-64,478
607
$208K 0.01%
3,780
-6
608
$205K 0.01%
2,538
609
$204K 0.01%
9,678
610
$204K 0.01%
7,000
611
$203K 0.01%
722
+7
612
$202K 0.01%
1,901
613
$201K 0.01%
3,159
614
$200K 0.01%
1,713
+33
615
$200K 0.01%
4,629
+123
616
$198K 0.01%
29,387
617
$196K 0.01%
873
618
$195K 0.01%
2,866
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619
$193K 0.01%
2,294
620
$193K 0.01%
3,825
621
$193K 0.01%
4,640
622
$192K 0.01%
1,152
-20
623
$192K 0.01%
3,772
+11
624
$190K 0.01%
1,025
+1,000
625
$189K 0.01%
3,127
+2
23 24
25
26 27