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
126
$5.68M 0.15%
2,103
-200
127
$5.67M 0.15%
218,568
128
$5.66M 0.15%
32,892
-69
129
$5.6M 0.15%
62,708
-524
130
$5.57M 0.15%
28,185
+28,158
131
$5.57M 0.15%
133,173
+745
132
$5.44M 0.14%
72,302
+26,985
133
$5.41M 0.14%
407,349
+148,905
134
$5.3M 0.14%
200,979
-2,957
135
$5.25M 0.14%
78,781
-5,140
136
$5.23M 0.14%
83,456
137
$5.14M 0.14%
24,451
+13,885
138
$5.07M 0.13%
43,941
+1,990
139
$4.96M 0.13%
102,375
+451
140
$4.84M 0.13%
48,812
-3,131
141
$4.79M 0.13%
59,871
-221
142
$4.77M 0.13%
139,851
+101
143
$4.71M 0.12%
116,760
-58,075
144
$4.67M 0.12%
16,987
-60
145
$4.63M 0.12%
116,848
-302
146
$4.59M 0.12%
20,335
-719
147
$4.58M 0.12%
175,958
+16,644
148
$4.49M 0.12%
120,835
+5,282
149
$4.45M 0.12%
16,756
+101
150
$4.32M 0.11%
11,085
-311
4 5
6
7 8