AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
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
1201
$8.77K ﹤0.01%
642
1202
$8.72K ﹤0.01%
214
1203
$8.68K ﹤0.01%
400
1204
$8.57K ﹤0.01%
300
1205
$8.52K ﹤0.01%
150
1206
$8.51K ﹤0.01%
308
1207
$8.49K ﹤0.01%
+453
1208
$8.45K ﹤0.01%
100
1209
$8.42K ﹤0.01%
77
+20
1210
$8.4K ﹤0.01%
27
1211
$8.37K ﹤0.01%
100
1212
$8.32K ﹤0.01%
600
1213
$8.31K ﹤0.01%
361
1214
$8.31K ﹤0.01%
136
1215
$8.28K ﹤0.01%
206
1216
$8.28K ﹤0.01%
74
1217
$8.23K ﹤0.01%
175
1218
$8.22K ﹤0.01%
10,000
-100
1219
$8.07K ﹤0.01%
150
1220
$8.01K ﹤0.01%
21
1221
$8K ﹤0.01%
200
1222
$7.96K ﹤0.01%
273
+3
1223
$7.95K ﹤0.01%
250
1224
$7.88K ﹤0.01%
439
1225
$7.8K ﹤0.01%
81
-3