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
151
$4.32M 0.11%
44,544
+20,517
152
$4.32M 0.11%
49,021
+586
153
$4.25M 0.11%
35,715
-2,661
154
$4.24M 0.11%
4,738
+13
155
$4.21M 0.11%
80,706
-18,320
156
$4.2M 0.11%
56,650
+3,987
157
$4.18M 0.11%
40,307
+15,245
158
$4.12M 0.11%
43,157
-926
159
$4.06M 0.11%
450,105
-122,725
160
$4.05M 0.11%
140,600
+490
161
$3.89M 0.1%
186,756
-8,865
162
$3.88M 0.1%
263,509
+16,910
163
$3.85M 0.1%
58,991
+3,773
164
$3.81M 0.1%
331,557
-69,853
165
$3.78M 0.1%
56,847
+112
166
$3.75M 0.1%
210,220
-7,972
167
$3.73M 0.1%
83,620
-100,160
168
$3.72M 0.1%
44,490
+40
169
$3.69M 0.1%
150,029
+220
170
$3.56M 0.09%
68,531
+998
171
$3.55M 0.09%
+81,690
172
$3.45M 0.09%
413,260
+56,680
173
$3.44M 0.09%
230,639
+446
174
$3.4M 0.09%
601,475
+230,585
175
$3.4M 0.09%
1,068,531
5 6
7
8 9