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
1051
$21.1K ﹤0.01%
404
1052
$21.1K ﹤0.01%
500
1053
$21K ﹤0.01%
+1,250
1054
$21K ﹤0.01%
600
1055
$20.6K ﹤0.01%
300
1056
$20.5K ﹤0.01%
96
+5
1057
$20.5K ﹤0.01%
99
-50
1058
$20.4K ﹤0.01%
62
1059
$20.3K ﹤0.01%
217
-110
1060
$20.3K ﹤0.01%
+8,000
1061
$20.3K ﹤0.01%
496
1062
$20K ﹤0.01%
1,000
1063
$20K ﹤0.01%
1,103
1064
$19.6K ﹤0.01%
352
1065
$19.4K ﹤0.01%
899
-15
1066
$19.3K ﹤0.01%
3,900
1067
$19.2K ﹤0.01%
1,401
-999
1068
$19.2K ﹤0.01%
408
1069
$19K ﹤0.01%
+1,762
1070
$18.9K ﹤0.01%
398
1071
$18.8K ﹤0.01%
1,000
1072
$18.8K ﹤0.01%
2,443
+47
1073
$18.7K ﹤0.01%
400
1074
$18.7K ﹤0.01%
3,000
1075
$18.5K ﹤0.01%
1,250