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
1451
$951 ﹤0.01%
6,340
1452
$946 ﹤0.01%
28,000
1453
$915 ﹤0.01%
30
-1,370
1454
$905 ﹤0.01%
44,577
1455
$904 ﹤0.01%
39
1456
$904 ﹤0.01%
11,300
1457
$882 ﹤0.01%
8,800
1458
$879 ﹤0.01%
17,542
1459
$876 ﹤0.01%
13,455
1460
$865 ﹤0.01%
7,650
1461
$856 ﹤0.01%
116
1462
$812 ﹤0.01%
36
1463
$811 ﹤0.01%
13,300
1464
$805 ﹤0.01%
10,000
1465
$797 ﹤0.01%
+16,773
1466
$790 ﹤0.01%
52
1467
$789 ﹤0.01%
3,669
1468
$784 ﹤0.01%
32,000
1469
$779 ﹤0.01%
44,500
1470
$770 ﹤0.01%
2,000
1471
$766 ﹤0.01%
149
1472
$765 ﹤0.01%
25,000
1473
$750 ﹤0.01%
5,000
1474
$748 ﹤0.01%
78
1475
$743 ﹤0.01%
22
+1