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
626
$189K 0.01%
3,127
+2
627
$189K 0.01%
5,425
628
$188K ﹤0.01%
26,500
629
$188K ﹤0.01%
933
630
$185K ﹤0.01%
2,110
+25
631
$183K ﹤0.01%
11,322
632
$183K ﹤0.01%
2,000
633
$183K ﹤0.01%
1,705
-107
634
$182K ﹤0.01%
991
635
$181K ﹤0.01%
3,521
-44
636
$181K ﹤0.01%
3,740
+39
637
$180K ﹤0.01%
802
+201
638
$178K ﹤0.01%
1,987
639
$178K ﹤0.01%
11,009
-1,500
640
$177K ﹤0.01%
15,000
641
$176K ﹤0.01%
6,000
642
$174K ﹤0.01%
7,382
643
$172K ﹤0.01%
851
-506
644
$171K ﹤0.01%
7,021
+3,090
645
$169K ﹤0.01%
15,445
646
$168K ﹤0.01%
19,365
-7,766
647
$167K ﹤0.01%
1,475
648
$166K ﹤0.01%
13,450
649
$165K ﹤0.01%
1,900
650
$164K ﹤0.01%
4,201
+37
24 25
26
27 28