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
901
$39.1K ﹤0.01%
326
902
$38.9K ﹤0.01%
594
903
$38.8K ﹤0.01%
2,049
+3
904
$38.7K ﹤0.01%
409
+9
905
$38.5K ﹤0.01%
3,000
906
$38.3K ﹤0.01%
601
907
$38.3K ﹤0.01%
991
908
$38.1K ﹤0.01%
400
909
$38.1K ﹤0.01%
206
910
$37.6K ﹤0.01%
1,590
911
$37.3K ﹤0.01%
+3,199
912
$37.2K ﹤0.01%
306
-23
913
$36.7K ﹤0.01%
600
914
$36.6K ﹤0.01%
250
915
$36.6K ﹤0.01%
2,000
916
$36.4K ﹤0.01%
1,000
+949
917
$36.3K ﹤0.01%
1,250
-600
918
$36K ﹤0.01%
1,600
919
$35.9K ﹤0.01%
1,576
920
$35.9K ﹤0.01%
2,500
921
$35.8K ﹤0.01%
554
922
$35.8K ﹤0.01%
436
-60
923
$35.6K ﹤0.01%
102
+2
924
$35.6K ﹤0.01%
1,821
-1,597
925
$35.4K ﹤0.01%
1,490
-20,000