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
1626
$62 ﹤0.01%
2,000
1627
$61 ﹤0.01%
6,139
1628
$61 ﹤0.01%
28
1629
$55 ﹤0.01%
12
+1
1630
$55 ﹤0.01%
10,979
1631
$54 ﹤0.01%
2,725
1632
$51 ﹤0.01%
420
1633
$50 ﹤0.01%
1
-1
1634
$44 ﹤0.01%
36
1635
$41 ﹤0.01%
38
1636
$41 ﹤0.01%
2,000
1637
$40 ﹤0.01%
20,000
1638
$27 ﹤0.01%
12,698
1639
$26 ﹤0.01%
13
1640
$19 ﹤0.01%
100
1641
$18 ﹤0.01%
8,400
1642
$18 ﹤0.01%
2,529
1643
– –
0
1644
$16 ﹤0.01%
7,880
-4,120
1645
$15 ﹤0.01%
11,585
1646
$12 ﹤0.01%
103
1647
$11 ﹤0.01%
2
1648
$6 ﹤0.01%
15,000
1649
$5 ﹤0.01%
10
-6
1650
$3 ﹤0.01%
2,607
64 65
66
67 68