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
1526
$399 ﹤0.01%
15
1527
$392 ﹤0.01%
4,000
1528
$392 ﹤0.01%
2,800
1529
$385 ﹤0.01%
22
1530
$379 ﹤0.01%
5,050
1531
$377 ﹤0.01%
12,558
1532
$374 ﹤0.01%
7,718
1533
$367 ﹤0.01%
5,000
1534
$365 ﹤0.01%
4,563
1535
$363 ﹤0.01%
3,000
1536
$358 ﹤0.01%
70
1537
$347 ﹤0.01%
6,000
1538
$341 ﹤0.01%
6,250
1539
$339 ﹤0.01%
390
1540
$330 ﹤0.01%
50
1541
$325 ﹤0.01%
84
+68
1542
$325 ﹤0.01%
10,825
1543
$320 ﹤0.01%
6,540
1544
$319 ﹤0.01%
5,318
1545
$314 ﹤0.01%
5,050
1546
$312 ﹤0.01%
8,347
1547
$305 ﹤0.01%
3,700
1548
$300 ﹤0.01%
8,403
1549
$292 ﹤0.01%
4,800
1550
$284 ﹤0.01%
645