AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
2,042
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 11.94%
3 Consumer Discretionary 7.97%
4 Financials 7.69%
5 Materials 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$385 ﹤0.01%
22
1527
$379 ﹤0.01%
5,050
1528
$377 ﹤0.01%
12,558
1529
$374 ﹤0.01%
7,718
1530
$367 ﹤0.01%
5,000
1531
$365 ﹤0.01%
4,563
1532
$363 ﹤0.01%
3,000
1533
$358 ﹤0.01%
70
1534
$347 ﹤0.01%
6,000
1535
$341 ﹤0.01%
6,250
1536
$339 ﹤0.01%
390
1537
$330 ﹤0.01%
50
1538
$325 ﹤0.01%
10,825
1539
$325 ﹤0.01%
84
+68
1540
$320 ﹤0.01%
6,540
1541
$319 ﹤0.01%
5,318
1542
$314 ﹤0.01%
5,050
1543
$312 ﹤0.01%
8,347
1544
$305 ﹤0.01%
3,700
1545
$300 ﹤0.01%
8,403
1546
$292 ﹤0.01%
4,800
1547
$284 ﹤0.01%
645
1548
$282 ﹤0.01%
10,449
-1
1549
$274 ﹤0.01%
3,000
1550
$272 ﹤0.01%
6,325
60 61
62
63 64