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
1776
$0 ﹤0.01%
1,000
1777
-264
1778
-16
1779
-2,275
1780
-6,000
1781
-176
1782
-50
1783
0
1784
-2,405
1785
-4,400
1786
-1,832
1787
-9,632
1788
-6,700
1789
-222
1790
-687
1791
-150
1792
-70
1793
-277
1794
-61
1795
-410
1796
-100
1797
-41,610
1798
0
1799
-1
1800
-34