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
1651
$2 ﹤0.01%
3,750
1652
– –
-4
1653
– –
-4,998
1654
– –
-1,194
1655
– –
-4
1656
– –
-10
1657
– –
-100
1658
– –
-34
1659
– –
-150
1660
– –
-95
1661
– –
-180
1662
– –
-100
1663
– –
0
1664
– –
-57
1665
– –
-200
1666
– –
-30
1667
– –
-100
1668
– –
-34
1669
– –
-19,905
1670
– –
-100
1671
– –
-232
1672
– –
0
1673
– –
0
1674
– –
0
1675
– –
0
65 66
67
68 69