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
1751
– –
-4,046
1752
– –
-14,600
1753
– –
-350
1754
$0 ﹤0.01%
2,500
1755
– –
-900
1756
– –
0
1757
$0 ﹤0.01%
1,000,000
1758
– –
-500
1759
– –
-150
1760
$0 ﹤0.01%
35,100
1761
$0 ﹤0.01%
5,450
1762
$0 ﹤0.01%
2,544,675
1763
$0 ﹤0.01%
1,248,000
1764
$0 ﹤0.01%
640
1765
$0 ﹤0.01%
6,000
1766
$0 ﹤0.01%
4,948
1767
$0 ﹤0.01%
50,000
1768
$0 ﹤0.01%
250
1769
– –
-1,666
1770
– –
-100
1771
– –
-1,450
1772
– –
-3,000
1773
– –
-25
1774
– –
-526,000
1775
$0 ﹤0.01%
142
69 70
71
72 73