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
726
$101K ﹤0.01%
2,977
727
$100K ﹤0.01%
1,133
728
$98.5K ﹤0.01%
1,420
+100
729
$98.2K ﹤0.01%
510
-45
730
$96.8K ﹤0.01%
1,150
731
$96K ﹤0.01%
1,215
+42
732
$95.5K ﹤0.01%
+3,942
733
$94.1K ﹤0.01%
5,440
-2,670
734
$93.9K ﹤0.01%
766
+300
735
$92.9K ﹤0.01%
8,500
736
$92.8K ﹤0.01%
128
737
$92.8K ﹤0.01%
2,811
738
$92.7K ﹤0.01%
1,514
739
$92.2K ﹤0.01%
4,550
740
$91.7K ﹤0.01%
500
741
$91.7K ﹤0.01%
9,730
742
$91.6K ﹤0.01%
7,609
743
$91.2K ﹤0.01%
376
744
$90.4K ﹤0.01%
1,697
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745
$90K ﹤0.01%
1,250
746
$89.7K ﹤0.01%
1,321
-480
747
$89.5K ﹤0.01%
2,995
748
$89.4K ﹤0.01%
5,310
-648
749
$89K ﹤0.01%
4,064
-230
750
$88.4K ﹤0.01%
199