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
1801
– –
-60
1802
– –
-300
1803
– –
-200
1804
– –
-280
1805
– –
-500
1806
– –
-4
1807
– –
-2
1808
– –
-30
1809
– –
-53
1810
– –
-2,480
1811
– –
-10,000
1812
– –
-100
1813
– –
-50
1814
– –
-25
1815
– –
-43
1816
– –
-50
1817
– –
-175
1818
– –
-798
1819
– –
-9
1820
– –
-75
1821
– –
-56
1822
– –
-725
1823
– –
-13
1824
– –
-4,000
1825
– –
-275
71 72
73
74 75