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
101
$7.52M 0.2%
599,785
+268,235
102
$7.32M 0.19%
33,220
+212
103
$7.28M 0.19%
447,850
+14,480
104
$7.22M 0.19%
77,608
+1,865
105
$7.11M 0.19%
19,237
+235
106
$7.03M 0.18%
229,538
-40,440
107
$7.02M 0.18%
64,421
+2,899
108
$6.98M 0.18%
92,078
+1,644
109
$6.87M 0.18%
90,847
+9,256
110
$6.87M 0.18%
187,196
+2,558
111
$6.71M 0.18%
160,820
+11,869
112
$6.42M 0.17%
374,649
-17,263
113
$6.41M 0.17%
122,352
+7,521
114
$6.37M 0.17%
153,323
-2,066
115
$6.11M 0.16%
40,863
+9,462
116
$6.09M 0.16%
39,773
+1,417
117
$6.05M 0.16%
194,761
+725
118
$6.01M 0.16%
42,294
-86
119
$5.87M 0.15%
29,505
-11
120
$5.84M 0.15%
28,561
-23
121
$5.82M 0.15%
13,630
-759
122
$5.77M 0.15%
285,505
+36,615
123
$5.75M 0.15%
157,951
-1,514
124
$5.74M 0.15%
31,552
125
$5.69M 0.15%
69,587
-10
3 4
5
6 7