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
1626
$76 ﹤0.01%
3,200
1627
$66 ﹤0.01%
5,000
1628
$63 ﹤0.01%
3,000
1629
$62 ﹤0.01%
2,000
1630
$61 ﹤0.01%
6,139
1631
$61 ﹤0.01%
28
1632
$55 ﹤0.01%
12
+1
1633
$55 ﹤0.01%
10,979
1634
$54 ﹤0.01%
2,725
1635
$51 ﹤0.01%
420
1636
$50 ﹤0.01%
1
-1
1637
$44 ﹤0.01%
36
1638
$41 ﹤0.01%
38
1639
$41 ﹤0.01%
2,000
1640
$40 ﹤0.01%
20,000
1641
$27 ﹤0.01%
12,698
1642
$26 ﹤0.01%
13
1643
$19 ﹤0.01%
100
1644
$18 ﹤0.01%
8,400
1645
$18 ﹤0.01%
2,529
1646
0
1647
$16 ﹤0.01%
7,880
-4,120
1648
$15 ﹤0.01%
11,585
1649
$12 ﹤0.01%
103
1650
$11 ﹤0.01%
2