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
1601
$132 ﹤0.01%
2,200
1602
$131 ﹤0.01%
8
1603
$131 ﹤0.01%
4,366
1604
$131 ﹤0.01%
3,750
1605
$131 ﹤0.01%
5,032
1606
$129 ﹤0.01%
1,006
1607
$128 ﹤0.01%
2,249
1608
$128 ﹤0.01%
10,754
1609
$126 ﹤0.01%
2,700
1610
$125 ﹤0.01%
2,500
1611
$124 ﹤0.01%
44
1612
$122 ﹤0.01%
188
1613
$121 ﹤0.01%
220
-391
1614
$119 ﹤0.01%
2,500
1615
$108 ﹤0.01%
9,400
1616
$105 ﹤0.01%
1,500
1617
$104 ﹤0.01%
6,500
1618
$100 ﹤0.01%
10,000
1619
$97 ﹤0.01%
87
1620
$95 ﹤0.01%
3,450
1621
$93 ﹤0.01%
3,000
1622
$90 ﹤0.01%
12
1623
$76 ﹤0.01%
3,200
1624
$66 ﹤0.01%
5,000
1625
$63 ﹤0.01%
3,000
63 64
65
66 67