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
1651
$6 ﹤0.01%
15,000
1652
$5 ﹤0.01%
10
-6
1653
$3 ﹤0.01%
2,607
1654
$2 ﹤0.01%
3,750
1655
– –
-4
1656
– –
-19,905
1657
– –
-100
1658
– –
-232
1659
– –
0
1660
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0
1661
– –
0
1662
– –
0
1663
– –
-2,950
1664
– –
-313
1665
– –
-17,646
1666
– –
-8
1667
– –
-102,271
1668
– –
-18
1669
– –
-32,485
1670
– –
-250
1671
– –
-40
1672
– –
-1,104
1673
– –
-1,580
1674
– –
-1,300
1675
– –
-1,250
65 66
67
68 69