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
1551
$265 ﹤0.01%
7,312
-5,300
1552
$258 ﹤0.01%
6,450
1553
$256 ﹤0.01%
6,204
1554
$251 ﹤0.01%
6,293
1555
$249 ﹤0.01%
4
1556
$246 ﹤0.01%
2,500
1557
$243 ﹤0.01%
59
1558
$243 ﹤0.01%
3,350
1559
$243 ﹤0.01%
12,098
1560
$242 ﹤0.01%
123
1561
$242 ﹤0.01%
5,000
1562
$240 ﹤0.01%
80
1563
$237 ﹤0.01%
5,050
1564
$237 ﹤0.01%
5,200
1565
$235 ﹤0.01%
10
1566
$235 ﹤0.01%
10
-284
1567
$233 ﹤0.01%
6,000
1568
$230 ﹤0.01%
8,600
1569
$224 ﹤0.01%
7,500
1570
$224 ﹤0.01%
4,550
1571
$219 ﹤0.01%
9,996
-1
1572
$212 ﹤0.01%
5,298
1573
$209 ﹤0.01%
11,000
1574
$208 ﹤0.01%
10,000
1575
$208 ﹤0.01%
7,900
61 62
63
64 65