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
1676
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-13
1677
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1678
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1679
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-2,664
1680
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-1,332
1682
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-3,000
1683
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-5,589
1684
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-1,259
1685
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-1,550
1686
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-467
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-4,500
1688
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-224
1689
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0
1690
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-1,000
1691
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-1,500
1692
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-66,884
1693
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-40
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-4,663
1695
$0 ﹤0.01%
2,000
1696
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-1,250
1697
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-56,354
1698
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-1,950
1699
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-2,978
1700
– –
-3,332
66 67
68
69 70