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
651
$164K ﹤0.01%
17,175
-500
652
$163K ﹤0.01%
1,227
-319
653
$162K ﹤0.01%
1,955
-205
654
$162K ﹤0.01%
5,900
655
$161K ﹤0.01%
2,800
656
$161K ﹤0.01%
+465
657
$161K ﹤0.01%
+33,500
658
$159K ﹤0.01%
+6,269
659
$159K ﹤0.01%
35,087
660
$158K ﹤0.01%
2,797
661
$158K ﹤0.01%
2,061
+800
662
$158K ﹤0.01%
200
663
$158K ﹤0.01%
1,254
664
$156K ﹤0.01%
5,300
-30,980
665
$156K ﹤0.01%
25,590
666
$156K ﹤0.01%
4,336
-75
667
$155K ﹤0.01%
4,100
668
$152K ﹤0.01%
1,679
669
$150K ﹤0.01%
6,937
670
$150K ﹤0.01%
23,205
-6,219
671
$150K ﹤0.01%
822
672
$149K ﹤0.01%
1,430
673
$149K ﹤0.01%
798
+5
674
$148K ﹤0.01%
1,783
675
$148K ﹤0.01%
+10,000
25 26
27
28 29