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
1576
$203 ﹤0.01%
1,000
1577
$203 ﹤0.01%
2,600
1578
$202 ﹤0.01%
10
1579
$200 ﹤0.01%
2,500
1580
$185 ﹤0.01%
5,282
1581
$183 ﹤0.01%
3,100
1582
$182 ﹤0.01%
20
1583
$180 ﹤0.01%
2,000
1584
$172 ﹤0.01%
5,000
1585
$163 ﹤0.01%
2,500
1586
$161 ﹤0.01%
1,073
-600
1587
$157 ﹤0.01%
3,175
1588
$157 ﹤0.01%
3,149
1589
$153 ﹤0.01%
7,200
1590
$146 ﹤0.01%
8,150
1591
$145 ﹤0.01%
2,000
1592
$141 ﹤0.01%
66
-1
1593
$140 ﹤0.01%
2,500
1594
$139 ﹤0.01%
2,500
1595
$138 ﹤0.01%
13,850
1596
$137 ﹤0.01%
2,500
1597
$137 ﹤0.01%
4,300
1598
$134 ﹤0.01%
5
1599
$133 ﹤0.01%
15
1600
$133 ﹤0.01%
3,333
62 63
64
65 66