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
1601
$134 ﹤0.01%
5
1602
$133 ﹤0.01%
15
1603
$133 ﹤0.01%
3,333
1604
$132 ﹤0.01%
2,200
1605
$131 ﹤0.01%
8
1606
$131 ﹤0.01%
4,366
1607
$131 ﹤0.01%
3,750
1608
$131 ﹤0.01%
5,032
1609
$129 ﹤0.01%
1,006
1610
$128 ﹤0.01%
2,249
1611
$128 ﹤0.01%
10,754
1612
$126 ﹤0.01%
2,700
1613
$125 ﹤0.01%
2,500
1614
$124 ﹤0.01%
44
1615
$122 ﹤0.01%
188
1616
$121 ﹤0.01%
220
-391
1617
$119 ﹤0.01%
2,500
1618
$108 ﹤0.01%
9,400
1619
$105 ﹤0.01%
1,500
1620
$104 ﹤0.01%
6,500
1621
$100 ﹤0.01%
10,000
1622
$97 ﹤0.01%
87
1623
$95 ﹤0.01%
3,450
1624
$93 ﹤0.01%
3,000
1625
$90 ﹤0.01%
12