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
1501
$521 ﹤0.01%
12,552
1502
$521 ﹤0.01%
6,132
1503
$519 ﹤0.01%
6,500
1504
$515 ﹤0.01%
2,600
1505
$507 ﹤0.01%
58
1506
$505 ﹤0.01%
17,300
1507
$499 ﹤0.01%
3,993
-105
1508
$490 ﹤0.01%
21,701
1509
$486 ﹤0.01%
19
1510
$483 ﹤0.01%
8,620
1511
$477 ﹤0.01%
+10
1512
$474 ﹤0.01%
12
1513
$471 ﹤0.01%
13,332
1514
$467 ﹤0.01%
10,040
-10
1515
$463 ﹤0.01%
15,470
-10,000
1516
$460 ﹤0.01%
5
1517
$450 ﹤0.01%
16,000
1518
$447 ﹤0.01%
10,850
1519
$446 ﹤0.01%
8,006
1520
$433 ﹤0.01%
5
1521
$430 ﹤0.01%
200
1522
$426 ﹤0.01%
1,858
-209
1523
$414 ﹤0.01%
+9
1524
$406 ﹤0.01%
21
1525
$400 ﹤0.01%
50
59 60
61
62 63