AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
2,042
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 11.94%
3 Consumer Discretionary 7.97%
4 Financials 7.69%
5 Materials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$23.6K ﹤0.01%
454
1027
$23.5K ﹤0.01%
380
-110
1028
$23.4K ﹤0.01%
+652
1029
$23.3K ﹤0.01%
203
1030
$23.2K ﹤0.01%
1,400
1031
$23.2K ﹤0.01%
62
1032
$23.2K ﹤0.01%
500
1033
$23.2K ﹤0.01%
1,000
1034
$22.8K ﹤0.01%
69
1035
$22.5K ﹤0.01%
864
-200
1036
$22.4K ﹤0.01%
360
-110
1037
$22.3K ﹤0.01%
2,137
+55
1038
$22.2K ﹤0.01%
394
1039
$22.1K ﹤0.01%
471
1040
$21.9K ﹤0.01%
516
1041
$21.9K ﹤0.01%
1,000
1042
$21.8K ﹤0.01%
270
-12,935
1043
$21.8K ﹤0.01%
478
1044
$21.7K ﹤0.01%
929
1045
$21.5K ﹤0.01%
600
-25
1046
$21.3K ﹤0.01%
624
1047
$21.2K ﹤0.01%
+804
1048
$21.2K ﹤0.01%
200
1049
$21.2K ﹤0.01%
700
1050
$21.1K ﹤0.01%
126
40 41
42
43 44