AA

Ancora Advisors Portfolio holdings

AUM $4.99B
1-Year Est. Return 19.35%
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 11.84%
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
1751
– –
-900
1752
– –
0
1753
$0 ﹤0.01%
1,000,000
1754
– –
-500
1755
– –
-150
1756
$0 ﹤0.01%
35,100
1757
$0 ﹤0.01%
5,450
1758
$0 ﹤0.01%
2,544,675
1759
$0 ﹤0.01%
1,248,000
1760
$0 ﹤0.01%
640
1761
$0 ﹤0.01%
6,000
1762
$0 ﹤0.01%
4,948
1763
$0 ﹤0.01%
50,000
1764
$0 ﹤0.01%
250
1765
– –
-1,666
1766
– –
-100
1767
– –
-1,450
1768
– –
-3,000
1769
– –
-25
1770
– –
-526,000
1771
$0 ﹤0.01%
142
1772
$0 ﹤0.01%
1,000
1773
– –
-264
1774
– –
-410
1775
– –
-150
69 70
71
72 73