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
1751
-500
1752
-150
1753
$0 ﹤0.01%
35,100
1754
$0 ﹤0.01%
5,450
1755
$0 ﹤0.01%
2,544,675
1756
$0 ﹤0.01%
1,248,000
1757
$0 ﹤0.01%
640
1758
$0 ﹤0.01%
6,000
1759
$0 ﹤0.01%
4,948
1760
$0 ﹤0.01%
50,000
1761
$0 ﹤0.01%
250
1762
-1,666
1763
-100
1764
-1,450
1765
-3,000
1766
-25
1767
-526,000
1768
$0 ﹤0.01%
142
1769
$0 ﹤0.01%
1,000
1770
-264
1771
-410
1772
-1,400
1773
-52,303
1774
-150
1775
-70