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
1701
– –
-4,500
1702
– –
-224
1703
– –
0
1704
– –
-1,000
1705
– –
-1,500
1706
– –
-66,884
1707
– –
-40
1708
– –
-4,663
1709
$0 ﹤0.01%
2,000
1710
– –
-1,250
1711
– –
-56,354
1712
– –
-1,950
1713
– –
-2,978
1714
– –
-3,332
1715
– –
-1,400
1716
– –
-10
1717
– –
-3,697
1718
– –
-1,350
1719
– –
-66,568
1720
– –
-5,500
1721
– –
-10,749
1722
– –
-1,575
1723
– –
-203
1724
– –
-1,050
1725
– –
-8,600
67 68
69
70 71