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
1126
$13.5K ﹤0.01%
800
1127
$13.5K ﹤0.01%
166
1128
$13.5K ﹤0.01%
300
1129
$13.5K ﹤0.01%
212
1130
$13.4K ﹤0.01%
590
-138
1131
$13.4K ﹤0.01%
1,000
1132
$13.3K ﹤0.01%
2,299
+1,699
1133
$13.2K ﹤0.01%
223
1134
$13.1K ﹤0.01%
200
1135
$13.1K ﹤0.01%
200
1136
$13K ﹤0.01%
706
-451
1137
$13K ﹤0.01%
260
1138
$12.9K ﹤0.01%
300
-229
1139
$12.7K ﹤0.01%
2
1140
$12.6K ﹤0.01%
183
1141
$12.6K ﹤0.01%
200
-60
1142
$12.5K ﹤0.01%
2,500
1143
$12.5K ﹤0.01%
2,000
1144
$12.4K ﹤0.01%
1,092
+153
1145
$12.3K ﹤0.01%
125
1146
$12.3K ﹤0.01%
185
+97
1147
$12.3K ﹤0.01%
500
1148
$12.2K ﹤0.01%
4,000
1149
$12.2K ﹤0.01%
400
-3,500
1150
$12.1K ﹤0.01%
267
44 45
46
47 48