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
851
$50K ﹤0.01%
112
+2
852
$49.6K ﹤0.01%
3,750
853
$49.4K ﹤0.01%
+1,000
854
$49K ﹤0.01%
952
+37
855
$48.9K ﹤0.01%
899
-1,363
856
$48.4K ﹤0.01%
285
857
$48.3K ﹤0.01%
8,719
-615
858
$48.2K ﹤0.01%
4,338
+540
859
$47.8K ﹤0.01%
972
860
$47.6K ﹤0.01%
1,614
+796
861
$47.3K ﹤0.01%
6,000
862
$47.3K ﹤0.01%
5,667
+5,000
863
$47K ﹤0.01%
1,850
864
$46.6K ﹤0.01%
1,285
-654
865
$46.5K ﹤0.01%
1,100
866
$46.4K ﹤0.01%
8,000
867
$46.4K ﹤0.01%
1,883
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868
$46.3K ﹤0.01%
1,091
869
$46.1K ﹤0.01%
452
870
$46K ﹤0.01%
1,270
+1,075
871
$45.8K ﹤0.01%
564
+13
872
$45.7K ﹤0.01%
700
873
$45.7K ﹤0.01%
280
874
$45.5K ﹤0.01%
2,090
-610
875
$45.4K ﹤0.01%
167